High Net Worth Tax Professional

18 hours ago


Woodbury, New York, United States Jobot Full time
About the Role
We are seeking a highly skilled Tax Manager to join our vibrant finance team at Jobot. As a Tax Manager, you will be responsible for providing a broad range of tax services to a diverse portfolio of clients, including C-corps, S-corps, and high net-worth individuals.

Key Responsibilities
Manage and oversee the tax planning, preparation, and filing processes for C-corps, S-corps, and high net worth individuals. Ensure compliance with federal, state, and local tax laws and regulations. Conduct detailed tax research to identify and mitigate tax risks, and to optimize tax strategies. Provide tax advisory services to clients, and help them understand the tax implications of their business decisions.

Requirements and Qualifications
To succeed in this role, candidates should have a Bachelor's degree in Accounting, Finance, or a related field. A Certified Public Accountant (CPA) or Certified Tax Coach (CTC) designation is preferred. Minimum of 3 years of experience in a tax manager role or a similar role in the finance industry is required. The ideal candidate will also have in-depth knowledge of tax laws and regulations, and experience with tax planning, preparation, compliance, and research.

Benefits
Jobot offers a competitive salary, open paid-time-off policy for professional staff, medical, dental, and vision insurance, affordable short- & long-term disability insurance, 9 paid holidays, tuition reimbursement, and annual performance reviews.
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