HNW Tax Manager! at Jobot
Palo Alto, CA 94303
About the Job
HNW/PCS
This Jobot Job is hosted by: Albert Simons
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $160,000 - $200,000 per year
A bit about us:
Would you like to join a team recognized as a "Best Place to Work"? Our employees describe their experience here as rewarding, challenging, supportive, fun, caring, and dynamic. We operate with an open-door policy, ensuring easy access to answers and support, while fostering an environment that welcomes innovative ideas and feedback. Our people feel acknowledged, appreciated, and valued.
While we have a robust remote workforce, we also embrace in-office visits for those who prefer it. Our office amenities include a fully-equipped gym for a healthy workout and relaxing massage sessions for those needing a break.
At our firm, we don't just talk about treating our employees well—we actively do it. Our accolades speak for themselves. We've repeatedly been honored as the Best Firm to Work For among large firms nationwide by Accounting Today and have been recognized multiple times as a Best Place to Work in South Florida by the South Florida Business Journal. As a Top 100 Firm, we've also been acknowledged for our remarkable growth.
We offer professional services to businesses and their leaders, providing expert guidance and strategic planning at every stage of business growth—from startup to succession. Our personalized approach extends to entrepreneurial, public, nonprofit, and individual clients alike.
Why join us?
216 hours of PTO (5.5 weeks)
Highly Competitive Base Salary
Extremely Competitive Benefits Package
Accelerated Career Growth
8-20% year over year raises
Remote/Hybrid schedules
Job Details
We are seeking a Remote HNW Tax Manager to join our growing team. As a HNW Tax Manager, you will be responsible for managing high net worth (HNW) clients and providing them with top-notch tax services. This is a permanent remote position that requires at least 3 years of experience in HNW, PCS, Tax, 1040, and 1041.
Responsibilities:
Qualifications:
If you are a highly motivated and experienced HNW Tax Manager with a passion for providing top-notch tax services to clients, we want to hear from you! This is a great opportunity to join a dynamic Finance industry team and work remotely from anywhere in the world. Apply now and take the next step in your career!
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Albert Simons
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $160,000 - $200,000 per year
A bit about us:
Would you like to join a team recognized as a "Best Place to Work"? Our employees describe their experience here as rewarding, challenging, supportive, fun, caring, and dynamic. We operate with an open-door policy, ensuring easy access to answers and support, while fostering an environment that welcomes innovative ideas and feedback. Our people feel acknowledged, appreciated, and valued.
While we have a robust remote workforce, we also embrace in-office visits for those who prefer it. Our office amenities include a fully-equipped gym for a healthy workout and relaxing massage sessions for those needing a break.
At our firm, we don't just talk about treating our employees well—we actively do it. Our accolades speak for themselves. We've repeatedly been honored as the Best Firm to Work For among large firms nationwide by Accounting Today and have been recognized multiple times as a Best Place to Work in South Florida by the South Florida Business Journal. As a Top 100 Firm, we've also been acknowledged for our remarkable growth.
We offer professional services to businesses and their leaders, providing expert guidance and strategic planning at every stage of business growth—from startup to succession. Our personalized approach extends to entrepreneurial, public, nonprofit, and individual clients alike.
Why join us?
216 hours of PTO (5.5 weeks)
Highly Competitive Base Salary
Extremely Competitive Benefits Package
Accelerated Career Growth
8-20% year over year raises
Remote/Hybrid schedules
Job Details
We are seeking a Remote HNW Tax Manager to join our growing team. As a HNW Tax Manager, you will be responsible for managing high net worth (HNW) clients and providing them with top-notch tax services. This is a permanent remote position that requires at least 3 years of experience in HNW, PCS, Tax, 1040, and 1041.
Responsibilities:
- Manage a portfolio of HNW clients and provide them with tax services
- Prepare and review complex tax returns, including 1040 and 1041
- Develop tax planning strategies for HNW clients
- Provide tax advice and guidance to clients on various tax-related matters
- Work closely with other departments to ensure seamless service delivery to clients
- Stay up-to-date with the latest tax laws and regulations
- Build and maintain strong relationships with clients
- Train and mentor junior staff members
Qualifications:
- At least 3 years of experience in HNW, PCS, Tax, 1040, and 1041
- Bachelor's degree in Accounting or related field
- CPA or Enrolled Agent certification preferred
- Strong knowledge of tax laws and regulations
- Excellent analytical and problem-solving skills
- Strong attention to detail and accuracy
- Ability to work independently and as part of a team
- Excellent communication and interpersonal skills
- Strong leadership and mentoring skills
If you are a highly motivated and experienced HNW Tax Manager with a passion for providing top-notch tax services to clients, we want to hear from you! This is a great opportunity to join a dynamic Finance industry team and work remotely from anywhere in the world. Apply now and take the next step in your career!
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
160,000 - 200,000 /year