Job Description:You will be joining a fast-growing Registered Investment Advisory firm with a culture of entrepreneurship, education, and collaboration. Our Tax Manager will work closely with our Tax Team, clients, and financial advisors to deliver high-touch, comprehensive service to our clients. This role requires a strong understanding of complex tax issues, excellent client-facing capabilities, and the ability to manage multiple priorities in a fast-paced, personalized environment.
This position will work to aid our organization in maintaining a high level of service to our clients in the areas of tax compliance, tax advisory, and proactive planning. You may also be asked to work with other cross-functional teams on other duties, such as financial projections, which support our service model and the overall mission of the Firm.
This is a fully remote role. It can be based in any state Parallel Advisors, LLC operates in.Duties and Responsibilities- Preparation of complex tax returns for high-net-worth individuals and their related business and investment entities.
- Analysis of client books (e.g. QBO) for extraction of pertinent tax data and to propose year-end adjustments where appropriate.
- Serve as the primary point of contact for external client communications regarding tax matters, ensuring a high level of service and responsiveness
- Prepare Quarterly & Year-End Tax Projections for clients and compute estimated tax payments.
- Perform tax research and recommend solutions to client tax questions as needed.
- Act as point person for assigned clients, responding to technical questions and requests from clients and/or advisors as they arise.
Qualifications- BA/BS in Finance, Accounting, or related field
- Active CPA license or IRS Enrolled Agent (CPA preferred)
- 7+ years of experience preparing complex tax returns for high-net-worth clients
- Experience with professional tax software packages (i.e. Lacerte, Ultra Tax CS, CCH Axcess or ProSystem fx) and automated digital workpaper solutions (i.e. SurePrep) preferred
- Experience with QuickBooks Online preferred
- Ability to use deductive reasoning to identify or determine if the client qualifies for credits or deductions
- Exceptional analytical skills for solving mathematical problems
- Exceptional organizational, communication, and interpersonal skills
- Ability to work effectively in a fast-paced and deadline-oriented environment
- Capability to manage multiple demands and competing priorities.
- Sound judgment regarding confidential and sensitive matters.
- CRM experience (Salesforce preferred) a plus.
$115,000 - $130,000 a year
Salary based upon experience (Salary Range: $115,000 - $130,000)
Opportunity for a discretionary, semi-annual incentive award (Eligible for a 15% performance bonus)
Benefits including health care, dental, vision, and 401K matching
Opportunity for support of professional development and continuing education requirements and other professional development.
Company: Parallel Advisors, LLC- Parallel Advisors is a fast-growing, independent, Registered Investment Advisory firm. We are headquartered in San Francisco, CA and have offices in Arizona, Colorado, Hawaii, Michigan, Ohio, and Texas.
