Jobot
Jobot is hiring: Fully Remote Senior Tax Manager - Trusts and Estates in Pleasan
Jobot, Pleasanton, CA, US
Job Description
Job Description
Fully Remote Opportunity! Join a dynamic growing accounting firm, shape client success, and lead with expertise. Apply now!
This Jobot Job is hosted by: Travis Poley
Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.
Salary: $160,000 - $210,000 per year
Come work with the best of the business. We are seeking a Tax Director with ideally entertainment business management experience to join our team!
Compensation: 160-210K + Potential Sign on Bonus + Annual Bonus + so much more!
Competitive Base Salary and annual performance-based bonuses
Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives
Employer contribution to Life Insurance, and 401(k) plan
Generous Paid Time off, including Fall Wind Down Fridays and Employee Sabbatical opportunity (Ask us about it!)
Customized learning and development opportunities and continuing professional education both in-house and virtually
Hybrid, flex, and remote work opportunities available
Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution
Responsibilities:
1. Oversee and manage all aspects of tax compliance for trusts and estates, including federal and state income, gift, and estate tax returns.
2. Develop and implement tax planning strategies for high net worth individuals and their estates.
3. Provide guidance and support to clients on estate and trust tax matters.
4. Collaborate with internal teams and external advisors to ensure that all tax strategies are aligned with the client's financial goals and objectives.
5. Stay informed on current tax laws and regulations and communicate any changes that may impact clients to the appropriate parties.
6. Conduct research on complex tax issues and provide solutions that minimize tax liability and increase client wealth.
7. Review and approve trust and estate tax work papers and returns prepared by junior staff.
8. Foster and maintain client relationships, ensuring high levels of client satisfaction.
Qualifications:
1. Certified Public Accountant (CPA) designation is required.
2. Minimum of 5 years of experience in tax planning and compliance for trusts and estates.
3. In-depth knowledge of federal and state tax laws and regulations related to trusts and estates.
4. Strong understanding of fiduciary tax and estate planning strategies.
5. Excellent analytical and problem-solving skills.
6. Strong communication and interpersonal skills, with the ability to explain complex tax issues in a clear and concise manner.
7. Proven leadership skills, with experience managing and mentoring junior staff.
8. Ability to work independently in a fully remote environment, with strong organizational skills and the ability to manage multiple projects simultaneously.
9. Proficiency in tax preparation software and Microsoft Office Suite.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Company DescriptionThis Jobot Job is hosted by: Travis Poley
Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.
Salary: $160,000 - $210,000 per year
A bit about us:
Come work with the best of the business. We are seeking a Tax Director with ideally entertainment business management experience to join our team!
Why join us?
Compensation: 160-210K + Potential Sign on Bonus + Annual Bonus + so much more!
- Extremely Competitive Benefits Package
- 5-15% year over year raises
- 4+ weeks PTO + All federal Holidays - summer Fridays & more!
Competitive Base Salary and annual performance-based bonuses
Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives
Employer contribution to Life Insurance, and 401(k) plan
Generous Paid Time off, including Fall Wind Down Fridays and Employee Sabbatical opportunity (Ask us about it!)
Customized learning and development opportunities and continuing professional education both in-house and virtually
Hybrid, flex, and remote work opportunities available
Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution
Job Details
Responsibilities:
1. Oversee and manage all aspects of tax compliance for trusts and estates, including federal and state income, gift, and estate tax returns.
2. Develop and implement tax planning strategies for high net worth individuals and their estates.
3. Provide guidance and support to clients on estate and trust tax matters.
4. Collaborate with internal teams and external advisors to ensure that all tax strategies are aligned with the client's financial goals and objectives.
5. Stay informed on current tax laws and regulations and communicate any changes that may impact clients to the appropriate parties.
6. Conduct research on complex tax issues and provide solutions that minimize tax liability and increase client wealth.
7. Review and approve trust and estate tax work papers and returns prepared by junior staff.
8. Foster and maintain client relationships, ensuring high levels of client satisfaction.
Qualifications:
1. Certified Public Accountant (CPA) designation is required.
2. Minimum of 5 years of experience in tax planning and compliance for trusts and estates.
3. In-depth knowledge of federal and state tax laws and regulations related to trusts and estates.
4. Strong understanding of fiduciary tax and estate planning strategies.
5. Excellent analytical and problem-solving skills.
6. Strong communication and interpersonal skills, with the ability to explain complex tax issues in a clear and concise manner.
7. Proven leadership skills, with experience managing and mentoring junior staff.
8. Ability to work independently in a fully remote environment, with strong organizational skills and the ability to manage multiple projects simultaneously.
9. Proficiency in tax preparation software and Microsoft Office Suite.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.
Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).
Ready to find a good job? Create your profile today at Jobot.com.
Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).
Ready to find a good job? Create your profile today at Jobot.com.