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Tax Manager

2 months ago

Brookfield, Wisconsin, United States Jobot Full time
Job Summary

We are seeking a highly skilled Tax Manager to join our dynamic team at Jobot. As a key member of our tax services team, you will be responsible for overseeing the preparation and filing of federal and state tax returns for high net worth individuals and real estate entities.

Key Responsibilities
  • Oversee tax compliance for high net worth individuals and real estate entities, ensuring accuracy and timeliness.
  • Develop and implement effective tax strategies to optimize client tax positions and minimize liabilities related to real estate transactions and investments.
  • Serve as the primary point of contact for clients, building strong relationships and providing exceptional service to address their tax needs.
  • Stay current on tax legislation and industry trends, conducting research on complex tax issues and providing insights to clients and team members.
  • Mentor and manage junior staff, providing guidance and support on tax compliance and planning projects.
  • Work closely with other departments to ensure comprehensive client service and effective problem resolution.
  • Prepare detailed tax reports and presentations for clients and internal stakeholders, clearly articulating findings and recommendations.
Requirements
  • Bachelor's degree in Accounting, Finance, or related field; CPA or advanced degree preferred.
  • Minimum of 5 years of experience in tax compliance and planning, with a focus on high net worth individuals and real estate.
  • Strong knowledge of federal and state tax regulations, particularly in real estate taxation.
  • Excellent analytical, organizational, and problem-solving skills.
  • Proven ability to manage multiple projects and meet deadlines in a fast-paced environment.
  • Exceptional communication and interpersonal skills, with a client-focused approach.
  • Proficiency in tax software and Microsoft Office Suite.