Wealth Management Tax Manager | $110k-$125k - Remote | WFH

Join Our Team as a Tax Manager

We are seeking a dedicated Tax Manager to join our esteemed Wealth Management firm. This position represents an exceptional chance to engage in a comprehensive approach to Tax Planning and Wealth Management. Experience a refreshing change from the relentless pace of conventional CPA firms and embrace a rewarding work-life balance with flexible hours. Our focus is on nurturing exceptional client relationships rather than merely tracking billable hours, enabling you to concentrate on what truly matters.

Job Overview

As our Tax Manager, you will be instrumental in the preparation and execution of income tax returns for our diverse clientele. You will work in close collaboration with our financial advisors, addressing client inquiries and crafting effective tax planning strategies, while potentially managing your own portfolio of tax returns.

Key Responsibilities

• Review and sign 1040s, 1041s, and selected business tax returns.
• Foster and maintain enduring relationships with clients.
• Communicate adeptly with clients regarding tax compliance and planning matters.
• Collaborate intimately with our wealth management and financial planning teams.
  
  

Required Skills

• In-depth knowledge of tax compliance and planning.
• Strong communication and interpersonal abilities.
• Proven capacity to develop lasting client relationships.
• Experience in reviewing and signing tax returns (1040s, 1041s, business tax returns).
• Collaborative mindset with a team-oriented approach.
  
  

Qualifications

• Demonstrated experience in tax preparation and planning.
• Strong analytical and problem-solving competencies.
• Ability to work autonomously and manage a portfolio of tax returns.
• Bachelor's degree in Accounting, Finance, or a related field.
• CPA certification is preferred but not mandatory.
  
  

Incredible Benefits

We offer a competitive salary ranging from \(110k to \)125k, alongside a comprehensive benefits package, including:

• Company-paid Basic Life & AD&D Insurance, up to 2x your base salary.
• Company-paid Short-Term and Long-Term Disability Insurance.
• Various supplemental insurance options.
• Choice of three medical plans, including High Deductible Health Plans and a Traditional Co-Pay plan.
• Health Savings Account (HSA) with company contributions for those enrolled in HDHP.
• Comprehensive Dental and Vision Insurance Plans.
• Dependent Care Savings Account for child and dependent care expenses.
• 14 company-paid holidays, including a full week off for Thanksgiving.
• Generous Paid Time Off program: accrue 15 days of vacation (3 weeks) and 10 days of sick leave (2 weeks) annually.
• Employee Assistance Program, Family Medical Leave, and Paid Parental Leave.
• Adoption Assistance Reimbursement Program.
• 401(k) Savings Plan with employer matching contributions.
• Optional Pet Insurance.
  
  

We look forward to welcoming you to our team, where you can make a significant difference in the lives of our clients while enjoying a fulfilling and balanced professional environment.

Employment Type: Full-Time