Tax Manager, Wealth Management

Work with a Top 20 CPA and advisory firm that Accounts for Anything.

• Review complex individual tax returns (Form 1040), simple trusts (Form 1041), and simple business returns (Forms 1065, 1120S).
• Ensure accuracy, completeness, and compliance with federal and state tax laws.
• Supervise and mentor staff preparing returns, providing technical guidance and quality control.
• Lead tax planning engagements for individuals and small business owners.
• Advise clients on financial planning strategies, including asset protection, succession planning, and retirement optimization.
• Collaborate with internal teams and external advisors to deliver holistic solutions.
• Manage multiple client relationships and engagements simultaneously.
• Monitor deadlines, budgets, and deliverables to ensure timely and efficient service.
• Participate in business development efforts and identify opportunities to expand services with existing clients.
• Serve as a role model and coach for junior staff.
• Contribute to internal training and development initiatives.
• Support the evolution of the 1040 Transformation Project and related strategic initiatives.

• CFP certification or willingness to obtain CFP preferred
• Bachelor’s degree in Accounting, Finance, or related field.
• Minimum 5 years of experience in individual tax, trusts, and small business returns.
• Proven track record in client consulting and tax planning.
• Strong communication skills and ability to build trust with clients.
• Proficiency in tax software and technology platforms.