Tax Manager
7 days ago
Top-ranked Wealth Management Firm in Phoenix looking to hire an experienced Tax Manager (or senior tax manager). with a background in UHNW clientele. Been in business for 12+ years and have maintained continuous growth in the number of client families we serve. Our goal is to help families by connecting wealth and purpose.
Why join us?
- Just earned "Best Places To Work" For the 11th Consecutive Year
- Consistently named to Financial Advisor Magazine's RIA Survey and Rankings List
- Above market salaries and excellent Work/Life balance and 4 weeks PTO
- 401(k) plan with 100% vested company match
- Generous bonuses, profit sharing, and opportunities for growth
- Comprehensive benefits package including Medical, Dental, and Vision plans (90% paid by company for employee AND dependents)
- Collaborative, fun, flexible work environment
- Hybrid Schedule - 2 days a week work from home
Position can be considered fully remote if residing in MST time zone and open to some travel. Must meet all requirements for remote consideration.
- Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax compliance
- Manage and oversee the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation. This includes the planning and execution of client tax engagements
- Collaborate with specialists regarding state and local taxation and international taxation
- Provide leadership, training and career mentorship to staff and supervisor level team members
- Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service
- Bachelor's degree in accounting or business-related field
- CPA license in one's principal place of business/home state, licensed J.D. or enrolled agent
- Minimum of 7 years of experience working in public accounting with an emphasis on review heavy tax accounting for UHNW and HNW clients. Most recent years should include experience in managing client engagements
- Proficient in individual, fiduciary, and investment partnership taxation, with an understanding of complex investments and the related tax implications and/or estate, gift and generation skipping transfer taxation
- Familiar with multi-state taxation
- Strong communication skills (written and verbal) with the ability to work in a team and handle multiple tasks simultaneously
- CFP (Highly preferred)
- Master's in Accounting or similar
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
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