Are you an experienced Tax Manager who enjoys doing tax prep, but want something different? Maybe you're after a more reasonable workload, a truly collaborative team environment, or to move beyond high-volume compliance into proactive tax planning that adds greater value. If that resonates, please read on... This is a full-time, on-site role. We may consider hybrid for the right candidate.
Tax Manager What You'll Do:- Tax Preparation: Serve as a senior reviewer for individual income tax returns with higher complexity (primarily 1040s).
- No Time Tracking - You will NOT be required to track your time.
- Tax Planning: Utilize tax and financial planning software to analyze client tax situations and develop tailored strategies, including Roth conversions, charitable giving, and other wealth management-specific techniques.
- Team Collaboration: Work closely with financial planners, wealth managers, and your fellow tax experts to provide exceptional tax preparation and tax planning advice.
- Client Education: Assist wealth managers and clients with complex individual tax matters related to both tax compliance and personal tax planning. Conduct occasional client meetings to address tax questions and provide guidance.
- Continuing Education: Stay current on updates within areas of tax and wealth management.
- Technology Adoption: Embrace new technologies to improve tax preparation and planning efficiency.
- Focused Role - No sales, marketing, or business development responsibilities of any kind.
Requirements
What You'll Need to Succeed - CPA, EA, or tax attorney required.
- Minimum of 5 years of individual income tax preparation experience.
- Strong background in wealth management and financial planning, with a focus on high-net-worth individuals.
- Certified Financial Planner™ (CFP®) or Personal Financial Specialist (PFS) designation strongly preferred or willingness to obtain within two years.
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Proficient in tax and financial planning software.
- Ability to work effectively in a team-oriented environment.
- Familiarity with CCH Axcess and Holistiplan is a plus.
- Series 65 license or equivalent is required to be obtained within 180 days.
- Experience with HNW & UHNW
Comprehensive Benefits We deeply value your leadership, talent, time, and commitment. In return, we offer a total rewards package designed to recognize and appreciate your contributions.
This includes a comprehensive suite of:
- Benefits: Our benefits package includes medical, dental, and vision insurance, as well as a 401(k) plan to help you secure your financial future
- Life & Disability Insurance
- Paid Time Off (PTO)
- 401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution
- Company Events: We believe in celebrating wins and creating connections - whether it's through get togethers, our Annual Picnic, or company milestones
- 100% Paid Paternity Leave
- Opportunities for professional growth and development
- Summer hours
We are committed to providing an environment where you can thrive and achieve your full potential.
