65 Tax Manager Jobs in Greensboro, NC
Mission Wealth is Hiring a Tax Manager Near Greensboro, NC
Job Description
Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their future.
We are hiring a dynamic Tax Manager to join our high-performing Wealth Strategy Department . As Tax Manager, you will work directly with clients and advisory teams to review and implement tax strategies for clients that align with each client’s goals and values. The successful tax manager will be a tax enthusiast, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth.
Job Duties:
- Work closely with Wealth Managers and the client base regarding tax/wealth strategies
- Responsible for client relationships and retention; inspiring client confidence through demonstrated expertise; and help ensure we are meeting deadlines and addressing client questions and needs on an ongoing basis
- Work with peers and leaders to create and present strategic tax planning solutions to high-net-worth clients
- Assist clients with tax related questions, proformas, estimates, and projections
- Manage consulting and tax projects
- Review tax returns
- Commitment to continuing education, team development, training and mentoring new tax associates
What You Bring:
- 8 years of proven tax accounting experience; previous experience preparing tax returns preferred
- CPA required
- Experience providing client-centric tax consulting to high-net-worth clients
- Strong research capabilities related to technical matters for complex tax needs and updates to regulations
- Mastery of various tax compliance software products
- Highly effective interpersonal, relationship management and communication skills
- Excellent organizational and time management skills in a high energy culture to manage priorities
- Demonstrated talent development experience, training new staff and mentoring interns
- Strong attention to detail
Job Type: Full-time
Location : This position is based out of one of our offices – Austin, Chicago, Greensboro, Salt Lake City, San Diego, Santa Barbara, Scottsdale, or Seattle.
Salary : $100,000 base, plus bonus
Job Summary
Full Time
$99k-133k (estimate)
06/25/2024
07/12/2024
missionwealth.com
MCKINNEY, TX
25 - 50
2000
AMY LIMAS
$5M - $10M
Business Services
Related Companies
About Mission Wealth
Mission Wealth is a premiere wealth and investment management firm that manages over $4.4 billion in assets. The firm is headquartered in Santa Barbara, CA and has nineteen other offices located in California, Oregon, Washington, Arizona, Texas, Indiana, New York, Iowa, Illinois, Utah and Colorado. Mission Wealth's service offerings include financial planning, investment management, estate planning, risk management, charitable giving, tax planning, retirement planning and inspired living. Because we are independent and do not sell proprietary products, we can provide impartial financial advice... to our clients. We are not just a money manager; we help clients manage their entire balance sheet. We keep track of loans and contact clients when rates drop to the point that they may benefit from a refinance. We track investment real estate and help analyze yields, taxes, risks, and capital appreciation potential for real estate portfolios. We update retirement projections yearly. We review Estate Documents to make sure that clients desires will be carried out. We talk to clients accountants to make sure the investments and taxes are integrated. Finally, we review clients insurance coverage and help make sure there is adequate coverage at the best possible price. Clients are often surprised to learn that we perform all of these services for the same fee they are paying to their current advisor. Most of our clients are between the ages of 50-70, have a net worth between $3-60MM (with an investment minimum of $1MM), and come to us as the result of a wealth or windfall event.
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The following is the career advancement route for Tax Manager positions, which can be used as a reference in future career path planning. As a Tax Manager, it can be promoted into senior positions as a Tax Director that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Tax Manager. You can explore the career advancement for a Tax Manager below and select your interested title to get hiring information.
