Fiduciary Tax Manager

Job Description

Job Description

Growing Local CPA Firm - Great work-life-balance - High Visibility Role - Hybrid

This Jobot Job is hosted by : Dan Urbaniak

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Salary : $150,000 - $200,000 per year

A bit about us :

Our client is a distinguished firm dedicated to providing comprehensive financial services with a focus on fiduciary responsibility. With a commitment to excellence and integrity, this company offers a range of services including tax planning, estate management, and wealth preservation. Our client prides itself on building lasting relationships with clients, ensuring their financial goals are met with precision and care.

Why join us?

Joining our client means becoming part of a team that values expertise, collaboration, and innovation. This company offers a supportive work environment where professional growth is encouraged. Employees benefit from :

Competitive Compensation : Attractive salary packages and performance-based bonuses.

Professional Development : Opportunities for continuous learning and career advancement.

Work-Life Balance : Flexible working hours and remote work options.

Inclusive Culture : A diverse and inclusive workplace that fosters mutual respect and teamwork.

Job Details

To be successful in this role, candidates should possess the following qualifications :

Educational Background : Bachelor's degree in Accounting, Finance, or a related field. CPA certification is preferred.

Experience : Minimum of 5 years of experience in tax management, with a focus on fiduciary responsibilities.

Technical Skills : Proficiency in tax software and financial management tools. Strong understanding of tax laws and regulations.

Analytical Skills : Ability to analyze complex financial data and provide strategic tax planning advice.

Communication Skills : Excellent verbal and written communication skills, with the ability to explain tax concepts clearly to clients.

Ethical Standards : High level of integrity and commitment to fiduciary duty.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" 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, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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Company Description

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

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