
iLocatum
Jr. Tax Manager – High Net Worth (JC654)
Tax Analyst – Explore a Fulfilling Career with a Perfect Work-Life Balance!
Are you seeking a career shift to a firm that deeply values both its employees and clients? This renowned organization of over 65 professionals has been setting industry standards for over four decades by providing exceptional tax services in an environment that promotes collaboration, innovation, and support. They are currently looking to hire a Tax Analyst with a CPA certification and expertise in high-net-worth individual tax, S Corps, real estate, partnerships, and more.
At this firm, they don't just promise work-life balance—they live it. With a flexible work schedule and reasonable hours, you will have ample time for professional growth and enjoying your personal life. If you are seeking a rewarding position that offers challenges, opportunities for advancement, and a sense of purpose, don't miss out on joining this team that delivers excellence in all areas.
Why You Should Consider Joining
1. Extensive Growth Opportunities:
Your professional and personal development is a top priority. Benefit from comprehensive training programs, personalized mentorship, and full support for obtaining certifications that align with your career goals.
2. Diverse Client Base:
Work with a wide range of clients, including high-net-worth individuals, family-owned businesses, real estate investors, and non-profit organizations. This exposure will enrich your experience and expand your expertise.
3. State-of-the-Art Technology:
Utilize advanced accounting tools and cutting-edge technologies designed to streamline workflows and deliver exceptional outcomes for clients.
4. Collaborative Team Culture:
The firm values collaboration, innovation, and knowledge-sharing, fostering an environment that allows you to thrive alongside highly talented colleagues.
5. Harmonious Work-Life Integration:
They firmly believe that a fulfilling career should never come at the expense of your personal life. Enjoy a schedule that respects your time and overall well-being.
Your Responsibilities
- Take charge of overseeing the accurate and efficient preparation and filing of individual and corporate tax returns.
- Create and implement inventive tax planning strategies to minimize tax liabilities for clients.
- Stay up-to-date on the latest tax laws and regulations to ensure compliance and identify opportunities for tax savings.
- Analyze financial data to guarantee the accuracy and completeness of tax filings.
- Provide expert guidance and strategic advice to clients regarding complex tax matters.
- Lead and mentor junior team members, fostering a supportive environment focused on growth and development.
- Establish strong, enduring relationships with clients, tax authorities, and other stakeholders.
Qualifications and Requirements
- Hold a Bachelor's or Master's degree in Accounting, Finance, or a related field.
- Must possess a valid CPA certification.
- Have accumulated 5-8 years of experience in individual and corporate taxes with a dedicated focus on high-net-worth clients.
- Demonstrate proficiency in tax preparation software and a strong track record of effective teamwork.
- Possess excellent communication skills and maintain a client-centric mindset.
Benefits and Perks
- 401(k) Retirement Plan: Enjoy a 3% employer contribution from your very first day (no match required). In your second year, the contribution increases, adding up to 7%.
- Generous Paid Time Off (PTO) Policy: Begin with 20 days of PTO starting from your first day.
- Work-Life Balance: Embrace a hybrid work schedule (3 days in-office, 2 days remote) with a commitment of 40-45 hours per week (only up to 60-65 hours during the busy season).
- Innovative Tools and Technologies: Access state-of-the-art accounting technologies.
- Supportive Work Environment: Join a team that highly values your contributions and prioritizes your well-being.
About the Firm
Drawing on over four decades of experience, this reputable firm has earned its reputation as a trusted partner for high-net-worth individuals and their enterprises. By combining their expertise in accounting and law, they specialize in providing creative and effective tax solutions that consistently deliver exceptional results. Their close-knit and collaborative culture ensures that employees feel valued and supported as they work together towards shared success.
This position is more than just a job—it is a career opportunity that offers both purpose and a work-life balance. Don't wait; apply today and discover a place where you can truly flourish!
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