High Net Worth Tax Manager
4 weeks ago
Job Summary
A growing accounting firm, Jobot, is seeking a dynamic and experienced High Net Worth Tax Manager to provide tax planning and compliance services to high net worth and ultra-high net worth clients.
Key Responsibilities
- Review tax returns and workpapers prepared by staff and senior associates
- Manage client relationships and ensure excellent customer service
- Develop and mentor staff and senior associates
- Stay up-to-date with tax laws and regulations and communicate changes to clients and team members
- Assist with business development and marketing efforts
Qualifications
- Bachelor's degree in accounting or related field
- CPA
- 3 years of experience in tax with a focus on high net worth and ultra-high net worth clients
- Strong technical skills in tax planning, compliance, and research
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Strong leadership and mentoring skills
About Jobot
Jobot is a growing accounting firm seeking a dynamic and experienced High Net Worth Tax Manager to join their team.
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