Tax Manager, Wealth Management

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

📋 Description

• Analyze intricate individual tax returns (Form 1040), straightforward trusts (Form 1041), and uncomplicated business returns (Forms 1065, 1120S).

• Ensure precision, thoroughness, and adherence to federal and state tax regulations.

• Oversee and guide staff in return preparation, offering technical advice and quality assurance.

• spearhead tax planning initiatives for individuals and small business proprietors.

• Counsel clients on financial planning approaches, including asset protection, succession planning, and retirement strategies.

• Work collaboratively with internal teams and external advisors to provide comprehensive solutions.

• Handle multiple client accounts and projects concurrently.

• Track deadlines, budgets, and deliverables to guarantee timely and effective service.

• Engage in business development activities and seek opportunities to enhance services for existing clients.

• Act as a mentor and role model for junior staff members.

• Participate in internal training and development programs.

• Assist with the advancement of the 1040 Transformation Project and linked strategic initiatives.

⛳️ Requirements

• CPA designation preferred; EA will be considered.

• CFP certification, or a willingness to pursue it, is preferred.

• Bachelor’s degree in Accounting, Finance, or a related discipline.

• At least 5 years of experience in individual tax, trusts, and small business returns.

• Demonstrated success in client consulting and tax planning.

• Excellent communication skills and the ability to establish trust with clients.

• Competence in tax software and technology platforms.

🏝️ Benefits

• Medical, Dental, and Vision Insurance starting from the first day of employment.

• Flexible Spending Account and Dependent Care Account.

• 401k plan with Profit Sharing.

• Over 9 holidays and a discretionary time off policy.

• Parental Leave available for both primary and secondary caregivers.

• Tuition Assistance Program and CPA support program with cash incentives upon completion.

• Discretionary incentive compensation based on firm, group, and individual performance.

• Incentive compensation related to the acquisition of new client sales.

• Highly-rated wellness program.

• Flexible working arrangements, including remote and hybrid options.