Tax Partner - Jobot

Join our dynamic team as a Tax Manager – Lead, mentor, and provide top-tier tax planning for high-net-worth clients!

This Jobot Job is hosted by: Eric Kee
Are you a fit? Easy Apply now by clicking the "Apply" buttonand sending us your resume.
Salary: $125,000 - $160,000 per year

A bit about us:

We are a forward-thinking, independently operating financial advisory and tax preparation firm headquartered in Moorestown, New Jersey. As an Investment Advisor registered in the State of New Jersey and Investment Advisor Representatives (IARs), we offer comprehensive financial and tax consulting services. Our firm values flexibility and relationship-building, with a strong emphasis on our people driving everything we do.

Why join us?

• Competitive base salary with bonus potential
• Comprehensive 401(k) plan with matching
• Health benefits and a supportive working environment
• Opportunity to mentor junior associates and lead a dynamic team
• Fast-paced, collaborative, and innovative culture focused on healthy living

Job Details

• Tax Preparation and Review: Prepare or review individual, fiduciary, corporate, and partnership/LLC tax returns.
• Tax Planning and Projections: Determine tax projections, update financial planning software, and successfully initiate and conduct tax planning for clients.
• Client Relationships: Build and maintain client relationships through proactive communication and exceptional service.
• Technical Expertise: Research tax issues, provide technical advice, and develop your expertise through ongoing training and continuing education.
• Team Leadership: Lead and mentor junior associates, contributing to the future development of the team.

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