Tax Manager
Company: Jobot
Location: Richland
Posted on: May 27, 2023
Job Description:
Tax Manager for WA based wealth management firm
This Jobot Job is hosted by: Ali Mercado
Are you a fit? Easy Apply now by clicking the "Apply" button and
sending us your resume.
Salary: $100,000 - $140,000 per year
A bit about us:
Based in WA with several locations down the west coast, we are
seeking a highly skilled and experienced Tax Manager to join our
dynamic team. The successful candidate will be responsible for
managing and overseeing all tax-related activities within the
organization. As a Tax Manager, you must have a strong knowledge of
income taxation of individuals, estates, trusts, partnerships, and
private foundations, as well as estate, gift and
generation-skipping transfer tax.
This is a great opportunity for someone who is in public accounting
to move into this environment as they are actively looking to build
up their tax planning side and offer these services to their new
and existing clients.
Responsibilities:
- Manage the Tax Services compliance function including the
review and filing of various tax returns on behalf of our high-net
worth clients
- Assist the Director of Tax Services with the management of
three to five tax professionals in the St. Louis and Kansas City
offices
- Lead the Tax Services team in collaboration with Director of
Tax Services to deliver best in class compliance and advisory
services
- Maintain active communication with internal and external
clients to manage expectations, ensure satisfaction, and make sure
deadlines are met
- Provide tax consulting and planning to our firm's high-net
worth clients
- Interact closely with client's other advisors, such as
attorneys and financial asset managers to provide cohesive services
that take into consideration a comprehensive approach to client
needs and goals
- Research and consult on tax matters, primarily in the
individual, federal estate, gift, charitable planning, and
generation-skipping tax arenas
- Formulate and deliver innovative tax planning and tax savings
strategies including modeling implications of various tax
scenarios, harvesting of gains and losses, use of tax credits,
formulating AMT strategies, estimating future tax liabilities,
compensation planning, IRA beneficiary and distribution
planning
- Participate in and contribute to business development
activities associated with pursuing new potential client service
opportunities
- Lead, mentor and motivate team members to implement the
department strategy and manage department workflow with guidance on
departmental projects/issues, and provide coaching and development
opportunities appropriate to each direct report's individual
needs
- Perform all necessary management functions, including hiring,
evaluations, annual increase allocations and disciplinary action as
required
- Communicate decisions, priorities, and relevant information to
team members effectively
- Support budget management, planning and expenditure client. Why
join us?
Our benefits include:
- Medical, Dental & Vision Healthcare Plans
- Paid Vacation, Sick & Personal Time Off
- Vacation Purchase Program
- Paid Parental Leave, Adoption Assistance
- Flexible Work Schedules (flexible hybrid)
- 401(k) including Company Match (Traditional & Roth)
- Continuing Education & Education Assistance Job Details
Qualifications:
- Bachelor's degree in Accounting or equivalent combination of
education and experience required
- 3+ years experience in the preparation, review and filing of
tax returns with focus on individual, fiduciary, private
foundation, and partnership returns for high-net-worth clients and
their families experience required
- CPA Certification required
If you are a highly motivated and skilled Tax Manager already in
Wealth Management or wanting to move into a Wealth Management
environment, we encourage you to apply. We offer a competitive
salary, comprehensive benefits package, and the opportunity to work
with a dynamic team of professionals.
Interested in hearing more? Easy Apply now by clicking the "Apply"
button.
Keywords: Jobot, Richland , Tax Manager, Accounting, Auditing , Richland, Washington
Didn't find what you're looking for? Search again!
Loading more jobs...