Tax Consultant

Strategic HR leader able to deliver results and business objectives. An effective change agent in design, communication, and coaching at all levels.

OnePoint BFG is recruiting a Tax Manager for a growing tax department to provide high-touch tax planning, manage a team for tax prep and filing, compliance, and advisory services to our high-net-worth clients and families. This role emphasizes client engagement and strategic guidance.

• Deliver exceptional tax planning, tax prep management, compliance, and advisory services for our high-net-worth clients.
• Review and file a variety of tax returns, including Forms 1040, 1041, 1065, and 1120-S, ensuring accuracy and timely submission.
• Lead client meetings to discuss tax-related inquiries and provide strategic recommendations.
• Collaborate with internal teams and advisors to ensure comprehensive federal and state tax compliance.
• Analyze tax returns to identify planning opportunities, efficiencies, and potential risks.
• Conduct research on complex tax issues and document clear responses to client and Advisor questions.
• Mentor and train junior tax staff as the department grows.
• Manage and execute special projects as assigned.

• Minimum of 8 years of experience as a Tax Manager or Senior Tax Manager in a public accounting firm or RIA.
• Active CPA certification is required.
• Bachelor's degree in accounting, finance, economics, or a related field.
• Comprehensive knowledge of tax issues affecting individuals, as well as S-corps, trusts, partnerships.
• Detail-oriented with excellent time management skills.
• Experience with Holistiplan is preferred.
• Proficiency in MS Office applications.

Referrals increase your chances of interviewing at OnePoint BFG Wealth Partners by 2x

• Mid-Senior level

• Full-time

• Accounting/Auditing and Finance