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Tax Manager
2 months ago
About Us
Jobot is a dynamic and growing CPA firm that provides business and individual clients with accounting, tax, and advisory guidance to achieve financial goals.
Our Mission
We empower our clients to succeed by delivering exceptional service, expertise, and value. Our team of CPAs and professionals serves the needs of privately held businesses, their owners, management teams, and shareholders in Minnesota and across the United States.
Job Summary
We are seeking a seasoned Tax Manager to anchor our elite tax team. As a linchpin of our tax operations, you will guide high-net-worth individuals and their esteemed enterprises, shaping their financial landscapes to ensure compliance and identify growth opportunities.
Key Responsibilities
- Deliver compliance and consultancy services to high-net-worth clients, their private businesses, and investment entities.
- Conduct technical reviews of intricate tax returns spanning individual, partnership, S-corp, corp, and state categories.
- Steer client engagements ensuring risk management, timely billing, and profitability.
- Harness your entrepreneurial spirit to cultivate relationships, both internal and external.
- Stay attuned to the shifting sands of the tax world, being a beacon of knowledge for the team.
- Champion personal and team growth by actively participating in company-driven training, CPE courses, and mentorship initiatives.
- Lead, guide, and mentor the future of our firm, ensuring their growth aligns with our vision.
Requirements
- Proven track record in managing client portfolios, budgeting, correspondence, and billing.
- Demonstrable leadership skills, client-centric approach, sense of urgency, and quality-driven mindset.
- Proactive, analytical, and highly organized, fostering teamwork and collaboration.
- Experience managing projects/clients including budgeting, client correspondence, and billing.
- Ability to lead and supervise others, provide exceptional client service, exhibit a sense of urgency and commitment to quality and the timely completion of projects, and strong analytical, teamwork, and organizational skills.
Education and Experience
- Bachelor's degree in accounting or a related field.
- CPA or EA designation is preferred.
- Over 10 years of seasoned experience in tax return review and strategic planning for affluent individuals, their kin, investment vehicles, and private enterprises. This encompasses proficiency in personal, partnership, and corporate taxation.
