Tax Manager – Wealth Management

This is a fully remote position, open to applicants in Arizona, +4 more states.

📋 Description

• Proficient in the preparation and review of Form 1041 fiduciary income tax returns, possessing a solid grasp of trust and estate tax regulations.

• Capable of interpreting trust agreements and evaluating associated tax implications.

• Review, authorize, and finalize intricate individual tax returns, ensuring precision, adherence to regulations, and defensible tax positions.

• Act as a primary liaison between EP and our external tax preparation service provider, fostering relationship management to ensure effective communication, timely follow-ups, and resolution of tax preparation and workflow issues.

• Oversee daily outsourced tax preparation activities, ensuring that deliverables align with firm standards for accuracy, completeness, and client satisfaction.

• Engage in internal strategy discussions for clients, collaborating with advisory teams and planning departments to meet tax service goals.

• Manage the coordination and integration of tax services, analyses, and departmental projects.

• Prepare tax projections, net worth analyses, cash flow statements, investment planning documents, insurance summaries, and other tools for wealth planning engagements.

• Actively participate in firm-wide initiatives aimed at developing tax services, fostering firm relationships, and supporting business development and client retention efforts.

• Develop tailored and comprehensive personal and business financial plans.

• Gather data for financial planning through client questionnaires, clarify and verify client responses, and enter information into the financial planning system.

• Utilize financial planning software to create financial plans and review them with Financial Advisors.

• Generate targeted action plans for clients based on the specific recommendations outlined in their financial plans.

• Create, assess, and input data into spreadsheets to analyze specific financial and/or business planning issues.

• Collaborate with the financial planning team to regularly evaluate the existing software used by planners to identify necessary changes and upgrades to enhance client opportunities.

• Serve as a public representative of the accounting department.

• Engage in firm marketing activities, including client and prospective client seminars, writing articles and blogs, and other related initiatives.

• Comply with all company policies and procedures, executing business functions with a focus on consistency, quality, and compliance.

⛳️ Requirements

• Familiarity with tax preparation, ideally with over 5 years of experience.

• Licensed as a Certified Public Accountant or Enrolled Agent.

• Proficient in Windows and Microsoft Office applications.

• Demonstrated experience with CRM software.

• Exceptional written and verbal communication skills.

• Willingness and experience in participating in public speaking events and prospect meetings.

• Highly detail-oriented, with excellent follow-through and reliability.

• Ability to maintain a positive attitude, self-motivated, and demonstrate sound ethical judgment.

• Strong client relations and communication abilities.

• Excellent interpersonal skills, capable of collaborating effectively with all levels of the organization.

• Ability to work independently and exercise discretion without direct supervision.

🏝️ Benefits

• 11 Paid Holidays + 2 floating holidays.

• 3 Weeks PTO.

• Paid Volunteer Time.

• Paid Parental Leave.

• Flexible Work Schedule.

• Highly subsidized Health, Dental, and Vision Plans.

• 401k Retirement Account with company match contributions.

• Free Mental Health services.

• Life Insurance.

• Long & Short-Term Disability Insurance.

• Flexible Spending Accounts and Health Savings Accounts.

• Employee Financial Education.

• Employee Educational Expense Reimbursement.

• Employee Charitable Donations.

• Employee Referral Incentives.

• Employee Team Building Activities.

• Employee Assistance Program.