Tax Manager (HNWI) at Jobot
New Haven, CT 06501
About the Job
Seize the Opportunity: Lead, Innovate, and Shape Tax Strategy as our Manager, Taxation Services
This Jobot Job is hosted by: Kevin Shilney
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $100,000 - $160,000 per year
A bit about us:
We are a leading professional services firm with a solid reputation built on trust, integrity, and the successful delivery of top-tier financial solutions to our diverse client base. Over the years, we have earned our clients' trust by consistently demonstrating our commitment to their success and providing them with timely, effective, and strategic financial advice.
Our firm is a great place to work because we believe in fostering a collaborative, inclusive, and respectful environment that encourages every team member to reach their full potential. We value the unique talents, perspectives, and experiences of our employees, and we believe that our diverse workforce is our greatest asset and the key to our success.
We are seeking talented individuals who share our commitment to excellence, our passion for helping our clients succeed, and our drive to continue learning and growing professionally. If you are looking for a career that is both challenging and rewarding, and if you are eager to make a positive impact, then we would love to hear from you.
Why join us?
Financial Benefits:
401(k) Savings Plan: Invest in your future with our 401(k) savings plan that includes a generous company match.
Health + Wellness:
Engagement:
Work/Life Balance:
Job Details
Responsibilities:
Qualifications:
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Kevin Shilney
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $100,000 - $160,000 per year
A bit about us:
We are a leading professional services firm with a solid reputation built on trust, integrity, and the successful delivery of top-tier financial solutions to our diverse client base. Over the years, we have earned our clients' trust by consistently demonstrating our commitment to their success and providing them with timely, effective, and strategic financial advice.
Our firm is a great place to work because we believe in fostering a collaborative, inclusive, and respectful environment that encourages every team member to reach their full potential. We value the unique talents, perspectives, and experiences of our employees, and we believe that our diverse workforce is our greatest asset and the key to our success.
We are seeking talented individuals who share our commitment to excellence, our passion for helping our clients succeed, and our drive to continue learning and growing professionally. If you are looking for a career that is both challenging and rewarding, and if you are eager to make a positive impact, then we would love to hear from you.
Why join us?
Financial Benefits:
- Competitive Compensation: We offer a rewarding compensation package that recognizes your hard work and dedication.
401(k) Savings Plan: Invest in your future with our 401(k) savings plan that includes a generous company match.
- Insurance Coverages: Voluntary and company paid Life/ADD insurance, along with short- and long-term disability insurance are provided to ensure your peace of mind.
- Flexible Spending Accounts: Benefit from Medical FSA and dependent care facilities.
- Referral Bonuses and Tuition Reimbursement: We value your network and continual learning. Therefore, we offer an employee referral bonus program and tuition reimbursement to support your growth.
Health + Wellness:
- Comprehensive Health Coverage: We provide health insurance, along with dental and vision insurance, to ensure you and your family's well-being.
- Employee Assistance Program: Benefit from our employee assistance program that provides support and resources for personal and work-life matters.
- Health Savings Account: Manage your health care costs with a Health Savings Account.
Engagement:
- Coaching and Mentoring Programs: Grow with us through our coaching and mentoring programs that ensure your professional development.
- Team-Building Events and Employee-led Committees: Foster camaraderie and shared vision through team-building events and participation in employee-led committees.
- Volunteer Opportunities: Make a positive impact in our community with various volunteer opportunities.
Work/Life Balance:
- Summers are just Monday through Thursday with Fridays off (36 hour weeks). Busy season is about 60 hours per week from 2/15-4/15. 9/15 and 10/15 are 40-45 hours per week.
- Generous paid holiday schedule.
- Dress for Your Day Policy: We trust you to choose what you wear based on the kind of day you have planned.
- Remote Work Capabilities: To ensure a balance between your personal and professional life, we offer remote work capabilities.
Job Details
Responsibilities:
- Prepare and review corporate, individual, and partnership tax returns in compliance with federal and state tax laws.
- Need to know HNWI and business returns
- Assist the Tax Manager in overseeing a team of tax and finance professionals.
- Prepare quarterly and annual tax reports, ensuring accuracy and timely submission.
- Assist in maintaining and updating the company's tax database.
- Collaborate with the Tax Manager in devising and implementing tax strategies aligned with business goals.
- Prepare necessary documentation for tax payments and returns.
- Communicate with the finance department to share pertinent financial data.
- Identify potential tax savings opportunities and ways to enhance profitability.
- Keep abreast of industry trends and changes related to tax laws and regulations.
- Assist in liaising with internal and external auditors.
- Help forecast tax predictions to upper management.
Qualifications:
- Bachelor's Degree in Accounting or Finance. CPA certification is preferred.
- At least five years' experience in a Tax Senior role or similar capacity.
- Profound knowledge of tax accounting, tax compliance, and various types of tax returns.
- Proficiency in tax software and MS Office Suite.
- Excellent problem-solving abilities and a proven track record of meeting deadlines.
- Strong client service skills, with a knack for building and maintaining strong client relationships.
- Demonstrated ability to work well in a team setting, as well as independently.
- Exceptional analytical skills with a keen attention to detail.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
100,000 - 160,000 /year