Tax Manager - Proactive Planning High-Net-Worth Clients
Listed on 2026-10-16
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Finance & Banking
Wealth Management, Tax Manager
Location: Town of Brookfield
Annex Wealth Management in Brookfield, WI is seeking an experienced Tax Manager to move beyond routine 1040s into proactive tax planning for high-net-worth clients. This on-site role offers a collaborative team environment with opportunities to leverage wealth planning software and stay current on regulations.
Lead tax prep and planning for individuals, work with financial planners, and participate in continuing education.
As a Tax Manager
- Proactive Planning for High-Net-Worth Clients, you will play an important part at Annex Wealth Management, LLC. in Town of Brookfield, WI, United States.
We are seeking a motivated Tax Manager
- Proactive Planning for High-Net-Worth Clients to join Annex Wealth Management, LLC. in Town of Brookfield, WI, United States.
Consider building your career as a Tax Manager
- Proactive Planning for High-Net-Worth Clients at Annex Wealth Management, LLC.
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