Tax Manager (Remote)
Jobot
Job Description
Job Title: Tax Manager (Remote). Salary: $115,000 - $150,000 per year. Location: Remote with hybrid options.
We are seeking a dynamic and experienced Tax Manager to join our team. This hybrid role combines in-person and remote work, providing flexibility and a balanced work‑life environment. The position is ideal for professionals with a strong background in tax planning, wealth management, and experience handling high net‑worth individuals and corporate accounts.
Why join us?
- Medical, dental, vision benefits
- 401(k) match
- Hybrid work model
- Flexible location
- Growth opportunities
Responsibilities
- Oversee and manage the tax planning process for high net‑worth individuals (HNW) and corporations.
- Prepare and review federal, state and local tax returns for individuals, corporations and S‑Corporations.
- Provide strategic advice related to 1031 exchanges and wealth management.
- Liaise with the IRS and other regulatory bodies on behalf of clients.
- Conduct comprehensive income tax planning for clients.
- Ensure compliance with all federal, state, and local tax laws and regulations.
- Provide expert guidance on gift tax matters.
- Collaborate with other departments to provide integrated financial solutions.
- Stay abreast of the latest tax laws and regulations to provide current advice.
- Develop and maintain strong client relationships, offering exceptional customer service.
Qualifications
- Minimum 5 years of tax management experience, preferably in accounting or finance.
- Certified Public Accountant (CPA) designation preferred.
- Proven experience with 1031 exchanges, tax planning, federal and state tax, income tax preparation, gift tax, S‑corp and corporate returns.
- Extensive experience managing high net‑worth individual and corporate accounts.
- Proficiency in dealing with the IRS and other regulatory bodies.
- Enrolled Agent (EA) certification is a plus.
- Strong knowledge of wealth‑management strategies.
- Excellent analytical and problem‑solving skills.
- Exceptional communication and interpersonal skills.
- Ability to work in a fast‑paced, dynamic environment and manage multiple tasks.
- High degree of professionalism and integrity.
- Strong computer skills, including tax software and Microsoft Office.
- Commitment to top‑tier customer service.
- Ability to work independently and as part of a team.
Equal Opportunity Statement
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity. 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 laws.
Jobot prohibits harassment based on these categories. Jobot complies with all relevant federal, state and local laws with respect to unemployment status and criminal background checks.
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