HNW Senior Tax Manager - Hybrid
This Jobot Job is hosted by: Albert Simons
About the role
Ambitious growth plans, a strong pipeline of clients, and opportunities to advance your career beyond what is imaginable today. Join us at the perfect time—where your contributions will be seen, valued, and rewarded. This is more than a job; it's a chance to build your future in a firm that's scaling fast and taking its people along for the ride.
Job Details
- Preparing and reviewing highly complex tax returns—including individual, fiduciary, corporate, partnership, and nonprofit filings—while ensuring accuracy and timely completion.
- Evaluating tax strategies across individuals, trusts, and estates from multiple perspectives to maximize tax efficiency.
- Leading and reviewing staff work to ensure compliance with firm standards, processes, and deadlines.
- Partnering with clients to develop comprehensive wealth transition strategies, including cash flow modeling, income distribution planning, business succession, estate preservation, and estate plan implementation.
- Conducting technical research on individual, trust, and estate tax compliance and planning matters.
- Mentoring, coaching, and developing team members through ongoing feedback, recognition, and support.
- Managing client relationships by proactively identifying planning opportunities and delivering value-added solutions.
- Contributing to business development efforts through prospect identification, proposal and engagement preparation, industry research, and participation in networking and professional events.
Benefits
Flexible hybrid schedules
Paid time off!
Excellent health benefits
Recognized by a best place to work over 10 times
Pay
$120,000 - $160,000 per year
Schedule
Hybrid
Qualifications
Great Team
Skills
Technical tax expertise
Client advisory
Team leadership
Comprehensive wealth transition strategies
Technical research on individual, trust, and estate tax compliance and planning matters
Mentoring, coaching, and developing team members
Benefits
Flexible hybrid schedules
Paid time off!
Excellent health benefits
Recognized by a best place to work over 10 times
Pay
$120,000 - $160,000 per year
Schedule
Hybrid
Qualifications
Great Team
Skills
Technical tax expertise
Client advisory
Team leadership
Comprehensive wealth transition strategies
Technical research on individual, trust, and estate tax compliance and planning matters
Mentoring, coaching, and developing team members