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Remote Tax Manager — Proactive Planning & Collaboration

Remote / Online - Candidates ideally in
Chicago, Cook County, Illinois, 60601, USA
Listing for: Annex Wealth Management, LLC.
Full Time, Remote/Work from Home position Listed on 2026-11-09
Job specializations:
  • Finance & Banking
    Wealth Management, Tax Manager
Salary/Wage Range or Industry Benchmark: 120000 - 180000 USD Yearly USD 120000.00 180000.00 YEAR

Job Description & How to Apply Below

Annex Wealth Management is seeking an experienced Tax Manager to review complex individual returns and drive proactive tax planning within a wealth-management context. This fully remote role targets candidates outside Wisconsin, offering collaboration with financial planners and tax experts.

You will apply your tax expertise, learn wealth planning, and stay current with tax updates while leveraging Holistiplan and CCH Axcess for efficient preparation and planning.

Join us at Annex Wealth Management, LLC. as our next Remote Tax Manager — Proactive Planning & Collaboration in United States.

We are currently recruiting a Remote Tax Manager — Proactive Planning & Collaboration for our team in United States.

This is a strong role to take on the Remote Tax Manager — Proactive Planning & Collaboration role at Annex Wealth Management, LLC.

As a Remote Tax Manager — Proactive Planning & Collaboration, you will play an important part at Annex Wealth Management, LLC. in United States.

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