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National Tax Manager (HNW) 100% Remote

Company: Jobot
Location: Chicago
Posted on: May 28, 2023

Job Description:

Leading wealth management firm, remote options, ESOP, 401k Match, bonus, and growth potentialThis Jobot Job is hosted by: Dana StewartAre you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary: $115,000 - $140,000 per yearA bit about us:Our firm was built on the premise that investors are best served by advisors who are motivated to focus exclusively on the best interests of their clients. We provide institutional and private investors an independent and objective choice for financial advice and fiduciary support.Why join us?

  • Work for a reputable organization that has been in business for over 35 years
  • $1.5B valuation privately held with over 1,000 employees across the nation
  • Competitive salary + bonus
  • Comprehensive benefits package
  • REMOTE or in-Office, you choose...Job DetailsMeets and corresponds with clients and prospective clients regularlyMeets and corresponds with other advisors including attorneys, CPAs, and other professionals to collaborate on servicing shared clientCoordinates tax services for clients both internally and externallyResearch and analyze tax related compliance and planning questions utilizing available research toolsStays up-to-date on new and existing tax legislation and helps educate tax team and colleaguesAnalyzes and resolves complex client issues using sound judgment based on experienceMaintaining and updating client files and records as appropriateManages team and reviews various reports and client data for accuracyReviews deliverables including but not limited to tax returns, tax projections, and estimated tax payment calculationsActively participates in virtual meetings with colleagues and clientsBuilds internal network to enhance efficiency of the team and promote the tax service offeringProvides leadership and coaching to tax senior associates, associates, interns, and other employees; this includes trouble shooting tax software issues as they arise.Actively seeks and applies coaching and feedbackBased on business need, ability to travel for occasional on-site meetings and collaborationTechnology focused with opportunities to assist in developing and improving tax processesQualifications:Minimum Qualifications:CPA certification required6+ years' current public accounting experience preparing and reviewing all types of tax returns with related tax planningSupervisory experience requiredMaster in Tax degree from an accredited university (preferred)Desired Qualifications/Skills:Extensive knowledge of federal, state, and local income tax lawsProficiency in Word, Excel, PowerPoint, Outlook, CRM and tax preparation and research software such as CCH Axcess (ProSystem Fx), Autoflow, and BNA Tax PlannerAbility to plan and organize with a high degree of creativity, innovation, and strategic thinkingStrong work ethic, professional demeanor, and client service focusExcellent verbal and written communication skillsAbility to demonstrate highest personal ethics, integrity, and confidentialityInterested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Keywords: Jobot, Chicago , National Tax Manager (HNW) 100% Remote, Executive , Chicago, Illinois

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