Tax Manager — Wealth Planning & Client Advisory
Listed on 2026-11-05
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Finance & Banking
Wealth Management, Tax Advisor, Tax Manager, 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.
We are looking to fill the Tax Manager — Wealth Planning & Client Advisory position at Kestra Financial in Madison, WI, United States.
Our team is growing, and we are hiring a Tax Manager — Wealth Planning & Client Advisory in Madison, WI, United States.
This opening is for the Tax Manager — Wealth Planning & Client Advisory role at Kestra Financial.
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