Tax Manager

At McAdams Group, LLC, we’re not just a leading wealth management firm; we’re a team of dedicated professionals committed to helping 10,000 families achieve financial security and enjoy a fulfilling retirement. Our success is built on a foundation of excellence, integrity, and a client-centric approach.

If you’re a CPA who thrives in a dynamic environment and is passionate about making a meaningful impact on clients’ financial futures, we want you on our team! This is more than just a job; it’s an opportunity to be part of a collaborative, forward-thinking team where your expertise is valued and your contributions make a real difference.

• Strategic Tax Planning & Compliance
  :
  Work closely with clients to craft innovative, tax-efficient strategies. Prepare and review tax returns with a keen eye for compliance, and stay ahead of evolving tax laws to offer the most accurate advice.
• Insightful Financial Analysis
  :
  Dive into financial statements to uncover opportunities for optimization and provide clients with actionable recommendations to enhance their wealth management strategies.
• Client Relationship Excellence
  :
  Build and nurture lasting relationships by understanding clients’ unique financial goals. Communicate complex concepts in a straightforward, engaging manner.
• Team Collaboration
  :
  Partner with financial advisors and investment experts to deliver holistic wealth management solutions. Share your insights and expertise to elevate our team’s collective performance.

• Certification
  : CPA designation with 5+ years of relevant experience.
• Expertise
  :
  Demonstrated proficiency in tax planning and compliance, ideally within a wealth management or financial advisory context.
• Knowledge
  :
  Strong grasp of financial markets, investment strategies, and wealth management principles.
• Skills
  :
  Exceptional communication skills, meticulous attention to detail, and a commitment to delivering accurate and compliant financial solutions.

• Competitive Compensation
  :
  Attractive pay that reflects your experience and expertise.

Be part of a vibrant team that values collaboration, innovation, and professional growth. Contribute to meaningful client success stories and be a key player in their journey toward financial well-being.

Ready to make a difference with McAdams Group, LLC? Apply now and take the next step in your career with a company that values your skills and passion for financial excellence.