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Jobot

Posted at 14 Feb, 2024

Description

Fully Remote, work -life balance ( Even during busy season), Unlimited PTO ,Bonus, Profit sharing, Employer paid benefits, growth

This Jobot Job is hosted by: Dana Stewart
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $125,000 - $180,000 per year

A bit about us:

Our wealth management practice was born of a need shared with us by many individual clients in our accounting practice over the last 25 years. With a deep understanding of financial markets, portfolio construction, and advanced planning strategies, we allow our experience and client needs to drive our work and partnerships.

Why join us?

Work like balance and flexibility is offered throughout the year ( even during busy season) ( 50-55-hour weeks during busy season)
Unlimited PTO
Maternity and Paternity leave
Above market Benefits-(employer paid) Health/Dental/Vision, 401K
3% Safe harbor 401K contribution
Yearly bonus
Profit sharing
Growth and development potential to partner encouraged

Job Details

Senior Tax Managers operate as leaders . They lead engagements, develop recommendations, and provide proactive advice based on their knowledge of tax law, particularly within the private wealth and high-net worth realm.

Bachelor’s degree in Accounting, Finance or other relevant discipline
6+ years of tax experience in public accounting
CPA
Expertise in private client management; particularly estate, gift & trust tax
UHNW & investment partnership experience

Interested in hearing more? Easy Apply now by clicking the "Apply" button.