HNW Tax Manager - Remote at Jobot
New York, NY 10013
About the Job
Well-funded tech startup is hiring for a Tax Manager!
This Jobot Job is hosted by: Sydney Weaver
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $100,000 - $165,000 per year
A bit about us:
VC backed, well funded tech startup is growing their team! They are in search of a dynamic Tax Manager to join their ranks. This forward-thinking organization is building a Tax software so that tax advisors can streamline their workflow and automation (similar to TurboTax but for tax advisors with high-earning clients). This platform automates many steps in the typical tax team's workflow from new client onboarding, engagement letters, pricing, payments, document request lists, emails, and and utilizes AI to identify innovative tax strategies + streamline communication. Their mission is to transform the way individuals access and manage their wealth-building strategies, with a commitment to democratizing financial opportunities.
If you're passionate about redefining the financial landscape and thrive in an environment that values collaboration, innovation, and purpose-driven work, this is your chance to be a part of something truly transformative!
Why join us?
Job Details
We’re looking for a Tax Manager to join our team and help deliver an incredible client experience. Last year their team served over 100 clients with net worth ranges from $2M to $500M. Their goal is to bring together all of the tools and modern technology that can let you focus on delivering an amazing client experience.
Qualifications:
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Sydney Weaver
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $100,000 - $165,000 per year
A bit about us:
VC backed, well funded tech startup is growing their team! They are in search of a dynamic Tax Manager to join their ranks. This forward-thinking organization is building a Tax software so that tax advisors can streamline their workflow and automation (similar to TurboTax but for tax advisors with high-earning clients). This platform automates many steps in the typical tax team's workflow from new client onboarding, engagement letters, pricing, payments, document request lists, emails, and and utilizes AI to identify innovative tax strategies + streamline communication. Their mission is to transform the way individuals access and manage their wealth-building strategies, with a commitment to democratizing financial opportunities.
If you're passionate about redefining the financial landscape and thrive in an environment that values collaboration, innovation, and purpose-driven work, this is your chance to be a part of something truly transformative!
Why join us?
- They are well-funded and backed by reputable tech VC firms
- Competitive salary + equity.
- Excellent fully covered Benefits
- Remote during busy season. Hybrid work flexibility otherwise
- Growth Opportunity and professional development
- 401K + Match
- Unlimited PTO
- Innovative and collaborative culture
Job Details
We’re looking for a Tax Manager to join our team and help deliver an incredible client experience. Last year their team served over 100 clients with net worth ranges from $2M to $500M. Their goal is to bring together all of the tools and modern technology that can let you focus on delivering an amazing client experience.
Qualifications:
- 3-8+ years of experience relevant experience focused on HNW client services
- CPA and Master's in Tax are a plus
- In-depth expertise in reviewing individual 1040 returns and entity returns
- Proficiency in tax software, such as CCH Axcess, SurePrep, and Bloomberg Tax
- Ability to create customized tax projections and scenario models in spreadsheets
- Strong communication skills for client and partner interactions
- A keen interest in researching U.S. tax code and pending legislation
- Able to engage with tax authorities
- Experience managing, training, and assigning tasks is a big plus
- Willingness to provide real-time feedback to the technology team to optimize efficiency
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
100,000 - 165,000 /year