Investment Tax Manager

5 days ago


Philadelphia, Pennsylvania, United States Jobot Full time
About Us

Jobot is a rapidly growing public accounting firm with a strong reputation for excellence. We pride ourselves on our commitment to our clients' success and our dedication to providing top-notch service.

Job Summary

We are seeking a highly skilled Investment Tax Manager to join our Tax Department. The successful candidate will play a critical role in managing and optimizing the tax aspects of our investment portfolios.

Key Responsibilities
  • Develop and implement tax-efficient investment strategies to minimize tax liabilities and enhance after-tax returns for clients.
  • Ensure all investment activities comply with relevant tax laws and regulations.
  • Provide detailed tax analysis and reporting for investment portfolios.
  • Collaborate with portfolio managers, financial advisors, and other internal stakeholders to provide tax guidance and support for investment decisions.
  • Identify and mitigate tax risks associated with investment activities.
Requirements
  • Bachelor's degree in Accounting, Finance, or related field. CPA or equivalent certification required.
  • Minimum of 5-7 years of experience in investment tax management, preferably within a financial services or investment management firm.
  • Strong knowledge of federal, state, and local tax regulations as they relate to investments.
  • Excellent analytical and problem-solving abilities.
  • Strong verbal and written communication skills.
What We Offer
  • Target 55-hour busy seasons
  • 40 and below non-busy
  • Medical, Dental, Vision
  • 401k + match
  • Long/short-term life insurance
  • 4 weeks PTO plus the weeks of July 4th and Thanksgiving
  • Annual Bonuses (not guaranteed but last 15 years they have been given out)
  • Tons of social activities
  • Different cultural events
  • Memorial Day to Labor Day, Fridays close at noon
  • After 10/15, close on Fridays at 3 pm through the end of the year
  • Refer a client or candidate is a bonus
  • Spot Bonuses, random out of nowhere if you are doing well
  • Company Picnic

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