Tax Manager; Wealth Management Firm

Why Join?

Our client has helped families simplify and amplify their financial lives for 30 years by integrating financial planning, investment management, tax, estate, insurance, and more under one team. They serve over 30k families nationwide with a flexible, remote-friendly structure and no formal headquarters. Their team and client-facing staff are 50% women, and they focus on attracting top talent from across the country.

They offer a strong work/life balance, supportive environment, and direct client impact without the typical public accounting headaches—no billable hours, no audits, no assurance work, and no business development requirements.

$120 – 145k + 15% bonus

(focused on health, family, and financial wellness):

• Company-paid Basic Life & AD&D, Short-Term and Long-Term Disability
• Supplemental Life, AD&D, Accident, Critical Illness, and Hospital Indemnity insurance
• Multiple medical plans (including High Deductible with HSA company contributions and Kaiser options in CA)
• Two comprehensive dental plans and Vision insurance
• Dependent Care Savings Account
• 14 company-paid holidays (including a full week off at Thanksgiving)
• Generous PTO for vacation and sick days
• 401(k) with Traditional/Roth options and per-pay-period match
• Paid Parental Leave (8 weeks) + Maternity benefits
• Adoption Assistance, Employee Assistance Plan, Family Medical Leave
• Pet Insurance and Company-paid Concierge Services for family needs

We are seeking a Tax Manager to join their dedicated Tax team. You will work closely with wealth advisors to deliver high-quality tax compliance services to high-net-worth clients. This role emphasizes client service in a collaborative, fast-paced environment with excellent work/life balance.

• Prepare, review, and sign individual, trust, and business income tax returns for high-net-worth clients
• Prepare quarterly tax estimates and projections
• Communicate clearly and concisely with clients and advisors on all tax matters
• Perform tax research and provide timely responses to tax questions and analysis
• Stay current on tax law changes and communicate impacts to clients
• Mentor and develop Senior Tax Associates, Tax Associates, and Tax Support staff

• 5+ years of public accounting experience (or equivalent)
• Bachelor’s degree in Accounting or related field
• CPA and/or EA required
• Master’s degree in Tax preferred
• Strong knowledge of tax code and general accounting principles
• Experience with CCH Axcess, Workflow, Practice, and Safe Send a plus
• Excellent communication skills with the ability to explain complex concepts clearly
• Detail-oriented with strong time-management and multi-tasking abilities

  This is a client-focused role ideal for someone who enjoys working directly with high-net-worth individuals and families in a supportive, non-traditional accounting environment.