Tax Manager - TAG
Integrity Placement Group
- Sarasota, FL
- Permanent
- Full-time
- One of the following is a must: Juris Doctor (JD) with a focus in Taxation, an LL.M. in Taxation, Master’s in taxation, or similar degree and CPA
- Will possess excellent research and writing ability
- Excellent verbal communication and presentation skills
- 3+ years of Trust Returns, Estate Returns, Estate Planning, Business Interest, Transfer Tax, and Gift Tax (709, 706, 1041)
- Can interact with all levels of team members and clients
- Train and develop fellow HBK team members on your area of expertise
- Identify and Implement Planning Opportunities
- Tax Advisory Group Reviews of Tax Compliance and Planning Memos
- Author Topical Articles on Planning Opportunities
- Ensure complete client and team satisfaction through open communication, managing deadlines and proactively sharing tax savings strategies
- Work closely with Partners, Directors, Senior Managers and staff on client management and professional development
- Keep abreast of any legislative or professional changes, and consulting with clients on potential implication
- Display continual commitment to the Firm's Culture and Values and Client Service Principles
- Demonstrate a level of communication skills, intuitive skills and resourcefulness that encourages others to follow and develop the same skills
- $150,000+ Base Salary
- Lucrative New Business & Employee Referral Bonuses
- Anniversary Bonus
- Open Paid-time-off policy for professional staff
- We provide a flexible work environment to offer work/life balance
- 401(k) plan with company match and profit sharing
- Medical, dental, and vision insurance
- Company Paid Life Insurance
- Affordable Short- & Long-Term Disability Insurance
- Affordable Accidental and Critical Illness Insurance
- 9 Paid holidays
- Disability Insurance
- Tuition Reimbursement
- Annual Performance Reviews
- And Much More…