FULLY REMOTE -Senior Tax Manager (HNW)
Company: Jobot
Location: Garland
Posted on: January 17, 2023
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Job Description:
Fully remote/Work/life balance, Fridays off in the summer, and
above market compensation!
This Jobot Job is hosted by Dana Stewart
Are you a fit? Easy Apply now by clicking the "Apply" button and
sending us your resume.
Salary $175,000 - $200,000 per year
A Bit About Us
Established in the 1990's and continuing to grow! Wealth management
company, provides financial advisory services for individuals and
families with substantial wealth and assets . It offers objective
advice and analysis services in the areas of investment, estate,
tax, cash management, and overall life planning. The company
provides private client, family wealth management, shared family
office, and tax planning and compliance services
Why join us?
Accelerated growth and advancement track
Work like balance and flexibility is offered throughout the year (
even during busy season) ( 45-55-hour weeks during busy season)
Summer Fridays off!!
Flex-Scheduling -Fully remote option
Fully Paid BenefitsHealth/Dental/Vision, 401K, Life, disability,
profit sharing, tuition reimbursement,, development recognition
program
Parental leave
Adoption benefit
Unlimited paid Volunteer time off
Potential to own equity or stock options
Job Details
Your Role
Build and maintain a personal relationship with clients as the
technical tax expert on their planning team
Assist clients by attending client meetings and delivering client's
tax plan
Support the financial advisory team in tax planning related
functions
Actively participate in signing and onboarding new clients to the
firm
Lead tax client service team for compliance and tax planning
Final review and signing of tax returns (federal & state returns
for individuals, corporations, partnerships, trusts, and
estates)
Oversee tax projections and tax audits for clients
Coach and develop the team through real-time and consistent
feedback
Your Experience
Bachelor's degree in Accounting and CPA, JD or EA is required;
Masters in Taxation or JD preferred
Minimum 5 years of individual, partnership, fiduciary, estate, and
gift tax return compliance
Interested in hearing more? Easy Apply now by clicking the "Apply"
button.
Keywords: Jobot, Garland , FULLY REMOTE -Senior Tax Manager (HNW), Executive , Garland, Texas
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