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Remote HNW Senior Tax Manager

Posted 17 days ago


Contract type

Full Time

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Remote HNW Senior Tax Manager Opportunity - 220 PTO Hours - Summer 4 day work weeks - Annual Bonuses - 4% 401k match

This Jobot Job is hosted by: Rachael D'Angelo
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $150,000 - $190,000 per year

A bit about us:

Mid-size CPA with over 30 years in the business located in Cincinnati, OH. Top 10 CPA firms in Cincinnati. We offer accounting, tax, and investment advice to individuals and organizations seeking transformative financial growth Our tax team has 50+ individuals and over 100 employees. Our tax team has 50+ individuals and over 100 employees.

We have been acknowledged as one of the Best of the Best Firms to Watch by Inside Public Accounting, named one of the Best Accounting Firms to Work For by Accounting Today and received the Top Workplaces award in Cincinnati 2 years in a row. Remote is available in OH, KY, IN, TN, NC, SC, FL, AL, MS, LA, VA, WV.

Why join us?

Competitive Salary + Up to 7.5% Bonus paid out in July
3-10% annual raises given on Jan 15th pay period
4% 401K Matching
PTO (220 hours)
8 Holidays + 1 floating holiday
8 Hours PTO for Community Service
Summer 4 day work weeks (June, July, August)
Room for Growth
Work-Life Balance
Family Team Feel
Busy season hours Feb - 50 hours, Mar/April - 60-65 hours, Sept/Oct 50-55 hours
Up to principal level can sit permanently remote, partner level would have to be onsite

Job Details

Accounting degree and CPA or other appropriate professional designation required
8 + years of proven working experience in public accounting, demonstrating a proven progression in tax return complexity, scope and research.
Specific experience working with high net worth individuals and families, trust, partnership, S Corporation, private foundation, and split-interest charitable trusts.
Strong communication and presentation skills
Accuracy, attention to detail and the ability to explain complex information clearly and simply

Performs technical tax review and approval of all tax returns Performs technical tax review of all high net worth tax returns, including individual and fiduciary returns. Competently reviews partnership, S corporation and/or private foundation and other charitable giving strategies essential to the high net worth familys overall balance sheet and governmental tax examinations of any complexity.
Stays current with pending and proposed tax policy changes and advises clients on how these potential changes will impact their current and future tax positions.
Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary.
Delegates and manages tax research projects to achieve an accurate and efficient product.
Participates actively in client meetings and tax planning efforts with clients.
Assumes client service responsibility for clients and is family-centric for the high net worth families that we serve.
Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.
Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients tax returns.
Responsible for maintaining complete and accurate federal and state income tax returns due date list.
Responsible for maintaining budgets and overall team member performance weekly reports.
Possesses a complete knowledge of the firm's philosophy and its opinions on tax matters.
Prepares other reports and projects as requested from time to time by the Partners.
Participates in firm's practice development efforts through involvement with referral sources, community and industries.

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