Tax Director- High Networth / Real Estate at Jobot
Brookfield, WI 53008
About the Job
Equity, Hybrid Flexibility, Great Culture
This Jobot Job is hosted by: Dylan Currier
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $200,000 - $250,000 per year
A bit about us:
My client is a leading firm specializing in tax services for high net worth individuals and their real estate investments. Our team is dedicated to providing innovative solutions and exceptional client service. We are looking for a skilled Tax Director to help the firm grow!
Why join us?
Bachelor’s degree in Accounting, Finance, or related field; CPA or advanced degree preferred.
Minimum of 5 years of experience in tax compliance and planning, with a focus on high net worth individuals and real estate.
Strong knowledge of federal and state tax regulations, particularly in real estate taxation.
Excellent analytical, organizational, and problem-solving skills.
Proven ability to manage multiple projects and meet deadlines in a fast-paced environment.
Exceptional communication and interpersonal skills, with a client-focused approach.
Proficiency in tax software and Microsoft Office Suite.
Job Details
Key Responsibilities:
Tax Compliance: Oversee the preparation and filing of federal and state tax returns for high net worth individuals and real estate entities, ensuring accuracy and timeliness.
Tax Planning: Develop and implement effective tax strategies to optimize client tax positions and minimize liabilities related to real estate transactions and investments.
Client Management: Serve as the primary point of contact for clients, building strong relationships and providing exceptional service to address their tax needs.
Research and Analysis: Stay current on tax legislation and industry trends, conducting research on complex tax issues and providing insights to clients and team members.
Team Leadership: Mentor and manage junior staff, providing guidance and support on tax compliance and planning projects.
Cross-Functional Collaboration: Work closely with other departments (e.g., legal, accounting) to ensure comprehensive client service and effective problem resolution.
Reporting: Prepare detailed tax reports and presentations for clients and internal stakeholders, clearly articulating findings and recommendations.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Dylan Currier
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $200,000 - $250,000 per year
A bit about us:
My client is a leading firm specializing in tax services for high net worth individuals and their real estate investments. Our team is dedicated to providing innovative solutions and exceptional client service. We are looking for a skilled Tax Director to help the firm grow!
Why join us?
Bachelor’s degree in Accounting, Finance, or related field; CPA or advanced degree preferred.
Minimum of 5 years of experience in tax compliance and planning, with a focus on high net worth individuals and real estate.
Strong knowledge of federal and state tax regulations, particularly in real estate taxation.
Excellent analytical, organizational, and problem-solving skills.
Proven ability to manage multiple projects and meet deadlines in a fast-paced environment.
Exceptional communication and interpersonal skills, with a client-focused approach.
Proficiency in tax software and Microsoft Office Suite.
Job Details
Key Responsibilities:
Tax Compliance: Oversee the preparation and filing of federal and state tax returns for high net worth individuals and real estate entities, ensuring accuracy and timeliness.
Tax Planning: Develop and implement effective tax strategies to optimize client tax positions and minimize liabilities related to real estate transactions and investments.
Client Management: Serve as the primary point of contact for clients, building strong relationships and providing exceptional service to address their tax needs.
Research and Analysis: Stay current on tax legislation and industry trends, conducting research on complex tax issues and providing insights to clients and team members.
Team Leadership: Mentor and manage junior staff, providing guidance and support on tax compliance and planning projects.
Cross-Functional Collaboration: Work closely with other departments (e.g., legal, accounting) to ensure comprehensive client service and effective problem resolution.
Reporting: Prepare detailed tax reports and presentations for clients and internal stakeholders, clearly articulating findings and recommendations.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
200,000 - 250,000 /year