Jobot
Senior Manager, Tax – Hybrid
Base pay range: $120,000.00 - $170,000.00 per year.
Job details: This Jobot Job is hosted by Scott Dennis.
Benefits
401(k) matching
Health insurance
Paid time off
Bonus opportunities
Great Culture
Work Life Balance
Responsibilities
Provide guidance, instruction, direction and leadership to the tax team to help achieve results, build expertise, and inspire the next generation of tax leaders
Participate in obtaining new clients in partnership with strategic relationships and community networks
Responsible for client relationships and retention; help ensure we are meeting deadlines and addressing client questions and needs on an ongoing basis
Work with peers and leaders to create and present strategic tax planning solutions to high-net-worth clients and closely held businesses
Manage consulting and tax projects such as charitable giving calculations, private foundation minimum payouts and miscellaneous tax and financial planning projects
Review tax returns, quarterly and annual income tax projections, estimated tax vouchers extension forms and related work papers and financial statements
Qualifications
Bachelor’s degree required
8+ years’ tax experience working in private or public accounting firm or financial planning firm
CPA or EA required
A minimum of 5 years of experience in a tax management role, preferably in the mortgage industry
Strong knowledge of federal and state tax laws and regulations
Proficiency in tax software, CCH or GOSystem preferred
Experience in tax consulting and planning, particularly for high net worth individuals
Experience in tax review and audit processes
Enrolled Agent (EA) designation is preferred
Excellent analytical and problem-solving skills
Strong leadership and team management skills
Excellent communication and presentation skills
Ability to work under pressure and meet tight deadlines
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.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here jobot.com/privacy-policy
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Job details: This Jobot Job is hosted by Scott Dennis.
Benefits
401(k) matching
Health insurance
Paid time off
Bonus opportunities
Great Culture
Work Life Balance
Responsibilities
Provide guidance, instruction, direction and leadership to the tax team to help achieve results, build expertise, and inspire the next generation of tax leaders
Participate in obtaining new clients in partnership with strategic relationships and community networks
Responsible for client relationships and retention; help ensure we are meeting deadlines and addressing client questions and needs on an ongoing basis
Work with peers and leaders to create and present strategic tax planning solutions to high-net-worth clients and closely held businesses
Manage consulting and tax projects such as charitable giving calculations, private foundation minimum payouts and miscellaneous tax and financial planning projects
Review tax returns, quarterly and annual income tax projections, estimated tax vouchers extension forms and related work papers and financial statements
Qualifications
Bachelor’s degree required
8+ years’ tax experience working in private or public accounting firm or financial planning firm
CPA or EA required
A minimum of 5 years of experience in a tax management role, preferably in the mortgage industry
Strong knowledge of federal and state tax laws and regulations
Proficiency in tax software, CCH or GOSystem preferred
Experience in tax consulting and planning, particularly for high net worth individuals
Experience in tax review and audit processes
Enrolled Agent (EA) designation is preferred
Excellent analytical and problem-solving skills
Strong leadership and team management skills
Excellent communication and presentation skills
Ability to work under pressure and meet tight deadlines
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.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here jobot.com/privacy-policy
#J-18808-Ljbffr