Tax Manager

Job Details

Wealth is Health
This Jobot Job is hosted by: Tristan Metcalf

Responsibilities

• Manage and oversee all aspects of tax compliance, including wealth management, real estate tax, individual income tax, and fiduciary.
• Provide expert tax advice to high net worth individuals, guiding them through complex financial scenarios.
• Perform detailed tax reviews and prepare tax returns for individuals, corporations, partnerships, and trusts.
• Work closely with clients involved in venture capital, ensuring their tax obligations are met and financial goals are achieved.
• Manage 1031 exchanges, ensuring compliance with tax laws and optimizing financial outcomes for clients.
• Advise on gift tax planning and preparation, ensuring optimal tax strategies are implemented.
• Stay abreast of current tax laws and regulations, ensuring our company and clients are always compliant.
• Collaborate with other team members and departments to ensure a seamless and comprehensive service delivery.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field. A Master's degree or CPA certification is preferred.
• Minimum of 5 years of experience in a tax management role, with a focus on wealth management, real estate tax, and high net worth individuals.
• Proficiency in CCH or equivalent tax software.
• Demonstrated experience in venture capital, 1031 exchange, fiduciary, and gift preparation.
• In-depth knowledge of current tax laws and regulations.
• Exceptional attention to detail and accuracy.
• Excellent communication and interpersonal skills, with the ability to explain complex tax concepts in an easy-to-understand manner.
• Strong organizational and time management skills, with the ability to manage multiple tasks and deadlines.
• A proactive approach to problem-solving and the ability to make sound decisions under pressure.
• A commitment to continuous learning and professional development in the field of tax management.

About the Role

Expand your expertise in business and wealth management.

Skills

Not specified

Benefits

Not specified

Pay

$150,000 - $200,000 per year

Schedule

Not specified