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Lead Tax Strategist - Remote Option (Hiring Immediately)
Lead Tax Strategist - Remote Option (Hiring Immediately)Jobot • Chandler, AZ, US
Lead Tax Strategist - Remote Option (Hiring Immediately)

Lead Tax Strategist - Remote Option (Hiring Immediately)

Jobot • Chandler, AZ, US
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Boutique CPA firm in Arizona needs a Sr. Tax Manager to grow the firm! Amazing pay, bonuses and benefits!

This Jobot Job is hosted by : Liz Valdez

Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume.

Salary : $150,000 - $180,000 per year

A bit about us :

We are a full-service Certified Public Accounting firm licensed in CA. All our CPA's hold valid CA State CPA Certificates. Our firm provides outstanding service to our clients because of our dedication to the three underlying principles.

Why join us?

Why join us?

  • Above market salaries and excellent Work / Life balance and 4 weeks PTO
  • 401(k) plan with match
  • Comprehensive benefits package including Medical, Dental, and Vision plans
  • Collaborative, fun, flexible work environment
  • Hybrid Schedule - 2 days a week work from home

Job Details

Boutique firm in Chandler, AZ seeking a Tax Manager to manager the office, do taxes and represent clients! Amazing growth opportunity!

  • You will advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax compliance
  • Manage and oversee the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation. This includes the planning and execution of client tax engagements
  • Collaborate with specialists regarding state and local taxation and international taxation
  • Provide leadership, training and career mentorship to staff and supervisor level team members
  • Drive and collaborate with senior leadership on growth opportunities with existing clients and prospects

  • Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service
  • Requirements

  • Bachelor's degree in accounting or business-related field
  • CPA license in one's principal place of business / home state, licensed J.D. or enrolled agent
  • Minimum of 10+ years of experience working in public accounting with an emphasis on taxation for UHNW and HNW clients with most recent years managing people and clients
  • Proficient in individual, fiduciary, and investment partnership taxation, with an understanding of complex investments and the related tax implications and / or estate, gift and generation skipping transfer taxation
  • Familiar with multi-state taxation
  • Strong communication skills (written and verbal) with the ability to work in a team and handle multiple tasks simultaneously
  • Master's in Accounting or similar
  • Interested in hearing more? Easy Apply now by clicking the Apply button.

    Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

    Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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    Tax Strategist • Chandler, AZ, US

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