Financial Services Tax Strategist
1 week ago
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 managing a diverse portfolio of clients, including C-corps, S-corps, and high net worth individuals, and providing them with a broad range of tax services.
This role is integral to our business and will involve tax compliance, tax preparation, tax planning, tax advisory, tax returns, and tax research. The successful candidate will have the opportunity to work in a fast-paced and challenging environment, and will play a key role in shaping the tax strategy of our organization.
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.
- Prepare accurate and timely tax returns, and assist clients with tax audits and disputes.
- Develop and maintain strong relationships with clients, and provide them with exceptional customer service.
- Stay abreast of changes in tax laws and regulations, and update clients and team members on any changes that may affect them.
- Collaborate with other team members to achieve business goals, and contribute to the continuous improvement of our tax processes and procedures.
Requirements:
- Bachelor's degree in Accounting, Finance, or a related field.
- 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.
- In-depth knowledge of tax laws and regulations, and experience with tax planning, preparation, compliance, and research.
- Experience with managing a diverse portfolio of clients, including C-corps, S-corps, and high net worth individuals.
- Excellent analytical and problem-solving skills, with the ability to interpret complex financial data.
- Strong communication and interpersonal skills, with the ability to build strong relationships with clients and team members.
- Proficiency in tax software and Microsoft Office Suite.
- Ability to work under pressure and meet tight deadlines, while maintaining a high level of accuracy and attention to detail.
- Strong commitment to ethical standards and a high level of integrity.
What We Offer:
- Competitive Compensation ($85,000 - $120,000 per year)
- Lucrative New Business & Employee Referral Bonuses
- Anniversary Bonus
- Open Paid-time-off policy for professional staff
- We provide a flexible work environment to offer work/life balance
- 401(k) plan with company match and profit sharing
- Medical, dental, and vision insurance
- Company Paid Life Insurance
- Affordable Short- & Long-Term Disability Insurance
- Affordable Accidental and Critical Illness Insurance
- 9 Paid holidays
- Tuition Reimbursement
- Annual Performance Reviews
-
Woodbury, New York, United States Creative Financial Staffing Full timeThe Creative Financial Staffing team is seeking a skilled Accounts Receivable and Financial Coordinator to join our thriving professional services firm in Brooklyn. As a key member of our finance department, you will play a crucial role in accurately billing and invoicing customers at a high volume, while also assisting with cash flow reporting and...
-
Occupational Therapy Assistant
4 days ago
Woodbury, New York, United States MAS Medical Staffing Full timeWe are seeking a highly skilled Certified Occupational Therapy Assistant to join our team at MAS Medical Staffing in Woodbury, New York.About the Job:As a travel Certified Occupational Therapy Assistant, you will have the opportunity to work with various patients and clients, providing them with essential occupational therapy services. Your primary...
-
Dedicated Geriatric Care Specialist
6 days ago
Woodbury, New York, United States White Oaks Nursing and Rehab Full timeAbout Us">White Oaks Nursing and Rehabilitation Center, nestled in the picturesque Woodbury area, has established itself as a leading provider of skilled nursing services. Our commitment to delivering exceptional care and creating a nurturing environment for our residents has earned us a stellar reputation in the industry.">Your Role">We are seeking a...
-
Tax Manager
2 months ago
Woodbury, United States Jobot Full timeJob DescriptionJob DescriptionTax Manager / $$$$ / Hybrid / Work Life Balance / Top 50 Firm!This Jobot Job is hosted by: Joseph SipoczAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $85,000 - $120,000 per yearA bit about us:We are a professional services firm that specializes in accounting, tax, and...
-
Tax Staff
7 days ago
Woodbury, United States Robert Half Full timeJob DescriptionJob DescriptionTAX SENIOR ACCOUNTANT OR TAX SUPERVISORAnna Parson at Robert Half is seeking an experienced, articulate, client facing Tax Senior Accountant or Tax Supervisor to join a well-established, family-oriented CPA firm. As the Tax Senior Accountant or Tax Supervisor, you will: Review and prepare individual, corporate, partnership and...
-
Tax Staff
3 weeks ago
Woodbury, United States Robert Half Full timeJob DescriptionJob DescriptionTAX SENIOR ACCOUNTANT OR TAX SUPERVISORAnna Parson at Robert Half is seeking an experienced, articulate, client facing Tax Senior Accountant or Tax Supervisor to join a well-established, family-oriented CPA firm. As the Tax Senior Accountant or Tax Supervisor, you will: Review and prepare individual, corporate, partnership and...
-
Senior Tax Accountant
2 months ago
Woodbury, United States Revel Staffing Full timeJob DescriptionPosition: Senior Tax Accountant (Full-Time)The firm is seeking a Senior Tax Accountant to handle a range of tax and accounting responsibilities due to its growth.Key Responsibilities:Oversee multiple client engagements and ensure timely completion of deliverables.Collaborate with staff at all levels on client projects.Review and prepare...
-
woodbury, United States Creative Financial Staffing Full timeWHY SHOULD YOU BE INTERESTED IN THIS SENIOR ACCOUNTANT ROLE:- Growing Organization with Advancement Opportunities- Collaborative Team and Mentorship Minded Leader- Flexible Environment That Provides Work/Life BalanceOur client is a leading service organization in the Twin Cities marketplace; they are looking to hire a Senior Accountant. This is a newly...
-
Woodbury, United States Creative Financial Staffing Full timeWHY SHOULD YOU BE INTERESTED IN THIS SENIOR ACCOUNTANT ROLE:- Growing Organization with Advancement Opportunities- Collaborative Team and Mentorship Minded Leader- Flexible Environment That Provides Work/Life BalanceOur client is a leading service organization in the Twin Cities marketplace; they are looking to hire a Senior Accountant. This is a newly...
-
Tax Manager
2 months ago
Woodbury, United States Roach Associates Full timeJob DescriptionJob DescriptionWe are seeking an energetic, passionate, self-motivated Tax Manager to join our growing team. We are a CPA firm dedicated to excellent client service with tax, consulting and accounting work. Ideal candidate must exhibit exceptional client service and professionalism in all interaction and communication, high level of...
-
Tax Senior
3 months ago
Woodbury, United States CyberCoders Full timeWe are a small 20 person firm in St Paul looking to grow our tax team. The average tenure of our employees is 15.5yrs!What You Will Be DoingWorks with the tax team to prepare and learn to review tax returnsHandles routine client tax questions, and works with clients to collect necessary information for tax return completion and complianceCompletes research...
-
Tax Manager
4 weeks ago
Woodbury, United States Cpa firm Full timeRegional CPA firm seeking to add a Tax Manager / Sr. Tax Manager to its staff.Have you got what it takes to succeed The following information should be read carefully by all candidates.Responsibilities:Assume full responsibility for directing multiple engagements Provide clients with Tax Compliance, Research, Consulting for corporate, partnership and...
-
woodbury, United States Creative Financial Staffing Full timeSenior Accountant- Woodbury, Long Island About the Company Leading designer & supplier of decorative high-quality carpet, custom fabricated rugs, & hard surfaces is seeking a Staff Accountant to join their growing team! Our client has grown substantially over the past 15 years, all while maintaining a strong work/life balance & warm, collaborative work...
-
woodbury, United States Creative Financial Staffing Full timeSenior Accountant- Woodbury, Long Island About the Company Leading designer & supplier of decorative high-quality carpet, custom fabricated rugs, & hard surfaces is seeking a Staff Accountant to join their growing team! Our client has grown substantially over the past 15 years, all while maintaining a strong work/life balance & warm, collaborative work...
-
Tax Senior
2 months ago
Woodbury, United States CPA Firm Full timeJob DescriptionJob DescriptionRegional CPA firm seeking to add a Tax Senior to its staff.Responsibilities: · Assume full responsibility for directing multiple engagements· Provide clients with Tax Compliance, Research, Consulting for corporate, partnership and individual returns· Provide oversight and direction to team of tax specialists in the delivery...
-
Financial Planning and Analysis Manager
2 months ago
Woodbury, United States LHH Full timeGrowing service company is seeking a Manager of Financial Planning and Analysis with database experience.Lead the development and maintenance of financial models to support budgeting, forecasting, and long-term planning.• Design, build, and manage databases to streamline data collection and analysis processes.• Prepare and analyze monthly, quarterly, and...
-
woodbury, United States Creative Financial Staffing Full timeCollections Coordinator About the Company & Opportunity: Extremely well-established professional services firm, thriving in business for 20+ years Business continues to boom through COVID, having grown to almost double their previous size Full time, in office position in Woodbury, Long Island. Parking available on site, beautiful newly renovated...
-
woodbury, United States Creative Financial Staffing Full timeCollections Coordinator About the Company & Opportunity: Extremely well-established professional services firm, thriving in business for 20+ years Business continues to boom through COVID, having grown to almost double their previous size Full time, in office position in Woodbury, Long Island. Parking available on site, beautiful newly renovated...
-
woodbury, United States Creative Financial Staffing Full timep>Talent Acquisition Specialist Extremely well-established professional services firm, thriving in business for 20+ years Business continues to boom through COVID, having grown to almost double their previous size Full time, in office position in Woodbury, Long Island. Parking available on site, beautiful newly renovated space!Firm also offers optional...
-
Senior Accountant MN
2 weeks ago
woodbury, United States Creative Financial Staffing Full timeWHY SHOULD YOU BE INTERESTED IN THIS SENIOR ACCOUNTANT ROLE:- Growing Organization with Advancement Opportunities- Collaborative Team and Mentorship Minded Leader- Flexible Environment That Provides Work/Life BalanceOur client is a leading service organization in the Twin Cities marketplace; they are looking to hire a Senior Accountant. This is a newly...
-
woodbury, United States Creative Financial Staffing Full timeTalent Acquisition Specialist About the Company & Opportunity: Extremely well-established professional services firm, thriving in business for 20+ years Business continues to boom through COVID, having grown to almost double their previous size Full time, in office position in Woodbury, Long Island. Parking available on site, beautiful newly renovated...
-
Woodbury, United States Creative Financial Staffing Full timeAccounts Receivable & Billing CoordinatorAbout the Company & Opportunity:Extremely well-established professional services firm, thriving in business for 20+ yearsBusiness continues to boom through COVID, having grown to almost double their previous sizeFull time, in office position currently near Marine Park/Old Mill Basin, Brooklyn - close to many forms of...
-
woodbury, United States Creative Financial Staffing Full timeAccounts Receivable & Billing Coordinator About the Company & Opportunity: Extremely well-established professional services firm, thriving in business for 20+ years Business continues to boom through COVID, having grown to almost double their previous size Full time, in office position currently near Marine Park/Old Mill Basin, Brooklyn - close to many...
