Tax Manager

Job Description

Experience: Senior Level

Salary: $110,000 - $200,000 per year

Our firm is seeking an experienced, dynamic, and highly motivated Wealth Management Tax Manager to join our team. This individual will play a critical role in managing the tax planning, preparation, and review process for our high net worth clients. The successful candidate will have a strong background in wealth management, tax planning, and compliance for individuals, corporations, and partnerships. This role offers an exciting opportunity for growth and development within the company, with a focus on providing high-quality service to our clients.

• Manage the tax planning and preparation process for high net worth individuals, corporations, and partnerships.
• Provide expert advice and guidance on complex tax issues, such as 1031 exchanges, real estate tax, and S Corp tax matters.
• Develop and implement tax planning strategies to minimize tax liabilities and optimize financial outcomes for clients.
• Review and analyze financial statements, tax returns, and other financial documents to ensure accuracy and compliance with federal and state tax laws.
• Maintain up-to-date knowledge of current tax laws and regulations and apply this knowledge to client situations.
• Collaborate with other team members to provide comprehensive financial planning services to clients.
• Build and maintain strong relationships with clients, providing excellent customer service and responding to client inquiries in a timely manner.
• Mentor and provide guidance to junior staff members, fostering a positive and collaborative work environment.

• Bachelor's degree in Accounting, Finance, or a related field. A Master's degree in Taxation or a related field is preferred.
• Minimum of 5 years of experience in wealth management tax planning and preparation, with a focus on high net worth individuals, corporations, and partnerships.
• Certified Public Accountant (CPA) or Enrolled Agent (EA) designation is required.
• Experience with 1031 exchanges, real estate tax, and S Corp tax matters is required.
• Strong analytical and problem-solving skills, with the ability to handle complex tax issues.
• Excellent communication and interpersonal skills, with the ability to effectively communicate complex tax information to clients.
• Strong organizational skills, with the ability to manage multiple tasks and projects simultaneously.
• Proficiency in tax preparation software and other financial software programs.
• Commitment to providing high-quality service to clients and maintaining the highest standards of professional ethics.

We believe wealth is more than a number — it's a tool for living fully, giving generously, and pursuing what matters most to you. Founded over two decades ago, we've grown from a regional advisory firm into a national wealth management practice with billions in assets under management and offices across the country. But through every stage of our growth, one thing has never changed: our commitment to helping our clients, colleagues, and communities live a richer life.

• Do Work That Matters
• Grow Without a Ceiling
• Be Part of a Genuine Culture
• Build Something You Own
• A Team That Has Your Back
• Inclusion Is Core to Who We Are