Tax Manager

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Known for a highly personalized approach, the firm helps clients simplify complex financial decisions while building strategies designed to protect and grow wealth over time.

Tax Manager

This Jobot Job is hosted by: Jerry Sipocz
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $110,000 - $135,000 per year

A bit about us:

Our client is a financial services firm specializing in supporting healthcare professionals with comprehensive financial planning and wealth management solutions. The organization works with clients across various stages of their careers, providing guidance around investments, retirement planning, tax strategies, insurance, and long-term financial goals. Known for a highly personalized approach, the firm helps clients simplify complex financial decisions while building strategies designed to protect and grow wealth over time.

Why join us?

• Comprehensive health benefits
• PTO Package
• 401k

Job Details

Job Details

Our firm is seeking a dynamic and highly experienced Tax Manager to join our Accounting + Finance team. This is an exciting opportunity that offers a rich blend of tax planning and advisory work. You will be working closely with high net worth individuals, corporations, and physicians' practices. You will have the chance to display your expertise in Federal & State Tax, S Corp, and Income Tax. If you are passionate about tax returns and have a knack for strategic tax planning, we'd love to hear from you.

Responsibilities

1. Provide comprehensive tax planning and preparation of federal and state income taxes for corporations, S corp, and high net worth individuals.
2. Manage and maintain relationships with clients, offering tax planning solutions and advice tailored to their unique needs and circumstances.
3. Collaborate with physicians' practices on tax matters, providing expert guidance and advice.
4. Review tax returns prepared by staff, ensuring accuracy, and compliance with the tax law.
5. Research and consult on various tax matters; utilize tax-related software to prepare and process returns and research tax matters.
6. Respond to inquiries from regulatory agencies and assist in tax audits.
7. Maintain up-to-date knowledge of tax laws and regulations, including new filing practices, deadlines, and any company-specific information.
8. Contribute to firm growth by identifying and pursuing new business opportunities and building lasting relationships with clients.

Qualifications

1. Bachelor's degree in Accounting, Finance, or related field. A CPA, Enrolled Agent, or Member of the Bar is highly desirable.
2. A minimum of 5 years of experience in a professional services firm providing tax planning services or corporate tax department.
3. Proven experience working with high net worth individuals, corporations, and physicians' practices.
4. Proficient in Federal & State Tax, S Corp, and Income Tax.
5. Demonstrated skills in preparing tax returns and strategic tax planning.
6. Exceptional client service along with the ability to develop excellent client relationships.
7. Strong leadership, business development, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills.
8. Comprehensive understanding of tax law and statutory regulations.
9. Proficient with tax software and Microsoft Office Suite, particularly Excel.
10. Ability to work under pressure, meet deadlines, and work on multiple assignments simultaneously.
11. Demonstrated analytical, problem-solving, organizational, interpersonal, and communication skills.
12. Ability to work independently and as part of a team.

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

<sub>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.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy</sub>