Tax Manager - HNW / Estate / Trust

At Jobot, the Tax Manager is primarily responsible for managing and reviewing tax returns, extensions, and tax planning calculations with a focus on High Net Worth individuals and families. You will also conduct tax research, prepare memoranda, and respond to IRS audits and inquiries, providing comprehensive support to clients throughout the year.

To be considered for the Tax Manager position at Jobot, candidates typically need at least 7 years of experience in taxation. While a CPA is preferred, an EA certification is the minimum requirement. Experience handling complex tax matters, particularly in relation to HNW clients, is essential.

Yes, Jobot prides itself on promoting a healthy work-life balance. As a Tax Manager, you will benefit from flexible hours and a hybrid work schedule, allowing you to manage your professional and personal commitments effectively.

At Jobot, we believe in fostering our employees' growth through strong leadership support, ongoing training, and mentorship opportunities. As a Tax Manager, you will have access to professional development programs aimed at enhancing your skills and advancing your career.

The salary range for a Tax Manager at Jobot in Camp Hill, PA, typically falls between $110,000 and $135,000 per year, depending on experience and qualifications. This competitive salary reflects our commitment to attracting top talent in the field.

In responding to this question, candidates should highlight specific experiences where they managed tax returns for High Net Worth clients. Discuss the complexities involved in these cases and how you ensured accuracy and compliance.

When answering this question, share a structured approach to tax research that includes understanding the tax law context, utilizing reliable sources, and documenting findings clearly. Emphasize experiences where your research led to successful outcomes.

Here, candidates should focus on the methods they use to stay informed about tax law changes, such as continuous professional education, subscribing to relevant publications, or attending industry workshops. Discuss how this knowledge impacts your work.

When discussing strategies, candidates can elaborate on tools like project management software, prioritization techniques, and communication methods that help them stay organized and meet client deadlines effectively.

A strong response involves demonstrating problem-solving skills and communication. Discuss a specific incident where you resolved a conflict or issue with a client or within your team, emphasizing your approach to ensure a positive outcome.

Candidates should provide a detailed example of a complex tax situation they faced, outlining the steps taken to analyze the issue, the research conducted, and the final resolution. Highlight teamwork and collaboration if applicable.

Mention any tax software you’ve used, such as ProConnect, CCH Axcess, or others, as well as how you utilize them to streamline processes or enhance accuracy in tax preparation.

Explain your approach to ensuring accuracy includes double-checking calculations, validating client data, and using checklists for compliance. Mention any quality control processes you employ.

Talk about a time you took initiative to mentor or train a team member, or how you led a project that improved workflows or team effectiveness, highlighting your leadership qualities.

In response, candidates should reflect on the aspects of the Tax Manager role they find fulfilling, whether it’s solving complex problems, building client relationships, or helping clients achieve financial success through effective tax strategies.