Tax Manager

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

📋 Description

• Oversee and evaluate individual and business tax returns, including forms 1040, 1065, 1120S, and associated filings

• Facilitate tax planning discussions and provide guidance to clients, many of whom are also engaged with the wealth management firm

• Supervise, assess, and mentor staff members and seniors

• Assist in cultivating the next generation of the team

• Manage client relationships while ensuring engagements, deadlines, and workflow remain on schedule

• Collaborate with wealth advisors to deliver integrated planning and tax services

• Enhance processes and systems as the firms expand and adopt new practices

• Remain updated on changes in tax legislation and communicate pertinent information to clients and the team

⛳️ Requirements

• A minimum of 5 years of tax experience in public accounting or a related environment, including the review of returns and supervision of others

• CPA or EA designation preferred

• In-depth knowledge of individual and business tax regulations

• Experience with high-net-worth individuals, trusts, or business owners is advantageous

• Comfortable in client-facing roles and adept at leading planning discussions with assurance

• Self-motivated and organized

• Experience in a wealth management or advisory-focused firm is a plus

🏝️ Benefits

• Competitive salary based on experience

• Opportunities for bonuses

• Comprehensive benefits package

• Fully remote work environment