Tax Manager

This is a fully remote position, open to applicants in Wisconsin.

📋 Description

• Evaluate complex individual income tax returns, primarily focusing on Form 1040s.

• Assess client tax scenarios utilizing tax and financial planning software.

• Create customized tax-planning strategies, which may include Roth conversions and charitable contributions.

• Work in conjunction with financial planners, wealth managers, and tax specialists.

• Support wealth managers and clients with intricate individual tax compliance and personal tax-planning issues.

• Conduct occasional client meetings to address tax inquiries and offer advice.

• Keep updated on the latest tax and wealth management developments.

• Implement new technologies to enhance the efficiency of tax preparation and planning.

• No responsibilities related to sales, marketing, or business development.

⛳️ Requirements

• CPA, EA, or tax attorney certification is mandatory.

• A minimum of 5 years of experience in individual income tax preparation is required.

• Openness to learning about wealth management and financial planning.

• Exceptional communication and interpersonal abilities.

• Strong analytical skills and problem-solving capabilities.

• Proficient in tax and financial planning software.

• Capability to work effectively within a team-oriented environment.

• Familiarity with CCH Axcess and Holistiplan is advantageous.

• Series 65 license or equivalent must be obtained within one year.

• Experience working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.

🏝️ Benefits

• Medical, Dental, and Vision Insurance.

• Life & Disability Insurance.

• Paid Time Off (PTO).

• 401(k) Retirement Plan with employer contributions.

• Company events, including gatherings, Annual Picnic, and milestone celebrations.

• Opportunities for professional growth and development.

• Summer hours.

• Fully remote position available for candidates located outside of Wisconsin.

• No time tracking required.

• Collaborative team environment.

• No responsibilities related to sales, marketing, or business development.