Tax Leadership Role

1 week ago


MoorestownLenola, New Jersey, United States Jobot Full time
Overview

We are a forward-thinking, independently operating financial advisory and tax preparation firm headquartered in New Jersey. As an Investment Advisor registered in the State of New Jersey and Investment Advisor Representatives (IARs), we offer comprehensive financial and tax consulting services.

Compensation

The estimated annual salary for this role is $125,000 - $160,000.

Job Description

This Tax Manager position involves leading a dynamic team and providing top-tier tax planning for high-net-worth clients. Key responsibilities include:

  • Tax Preparation and Review: Prepare or review individual, fiduciary, corporate, and partnership/LLC tax returns.
  • Tax Planning and Projections: Determine tax projections, update financial planning software, and initiate and conduct tax planning for clients.
  • Client Relationships: Build and maintain client relationships through proactive communication and exceptional service.
  • Technical Expertise: Research tax issues, provide technical advice, and develop expertise through ongoing training and continuing education.
  • Team Leadership: Lead and mentor junior associates, contributing to the future development of the team.
Benefits

We offer a competitive base salary with bonus potential, a comprehensive 401(k) plan with matching, health benefits, and a supportive working environment.



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