Tax Manager — Wealth Planning & Client Advisory
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Tax Manager, Tax Advisor, Financial Compliance
Blue spring Wealth Midwest seeks a Tax Manager to prepare individual and business tax returns, review with the Head of Tax, and provide proactive tax planning for clients. You will work closely with Wealth Advisors and Financial Planning Specialists across the client base.
Strong knowledge of Wisconsin taxes and multistate filings is preferred. You will engage with clients during filing season, maintaining documentation and offering clear, practical tax guidance in plain language.
This role is for the Tax Manager — Wealth Planning & Client Advisory role at Kestra Financial.
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This posting is for the Tax Manager — Wealth Planning & Client Advisory role at Kestra Financial, based in Madison, WI, United States.
We are looking to fill the Tax Manager — Wealth Planning & Client Advisory position at Kestra Financial in Madison, WI, United States.
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