High Net Worth Tax Specialist

2 days ago


MoorestownLenola, New Jersey, United States Jobot Full time

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

Job Summary

Our team is seeking a Tax Manager Lead to join our dynamic group. In this role, you will lead and mentor junior associates, contribute to the future development of the team, and provide top-tier tax planning for high-net-worth clients.

The ideal candidate will have excellent leadership skills, strong technical knowledge of taxation, and the ability to work effectively in a fast-paced environment.

Key Responsibilities:

  • Prepare or review individual, fiduciary, corporate, and partnership/LLC tax returns.
  • Determine tax projections, update financial planning software, and successfully initiate and conduct tax planning for clients.
  • Research tax issues, provide technical advice, and develop your expertise through ongoing training and continuing education.
  • Lead and mentor junior associates, contributing to the future development of the team.

Benefits

We offer a competitive salary of $120,000 per year, plus additional benefits including health insurance, retirement savings plan, and paid time off.



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