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Tax Manager - Lewes, DE
$128k-169k (estimate)
Full Time
2 Months Ago
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Savant Wealth Management is Hiring a Tax Manager - Lewes, DE Near Lewes, DE
Job Details
Job Location
Lewes DE - Lewes, DE
Position Type
Full Time
Job Shift
Day
DescriptionThe Tax and Consulting team serves as partners in building lifetime relationships with clients. The Tax Manager assists our wealth strategy specialists (tax, planning, and consulting) and wealth advisors with delivering our Ideal Futures Process to clients. This comprehensive process addresses all areas of a clients wealth management needs.
The Tax Manager is responsible for oversight of tax preparation services and assistance with training, development, coaching and support of the Tax Associates, Tax Interns and Wealth Strategy Team Associates. This position is also responsible for providing guidance to the team to meet the tax preparation needs of internal and external clients. The Tax Manager must embrace and represent the Savant philosophies and values. A positive attitude, approachable and mature demeanor, the ability to effectively receive and deliver communication to both internal and external clients is expected.
The Tax Manager can expect to focus in the following areas:Tax
If you want to be part of a culture that is defined through strong values - Savant is right for you.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position.Any combination of equivalent education and work experience will be considered.Savant Capital, LLC is an Equal Opportunity Employer
Job Location
Lewes DE - Lewes, DE
Position Type
Full Time
Job Shift
Day
DescriptionThe Tax and Consulting team serves as partners in building lifetime relationships with clients. The Tax Manager assists our wealth strategy specialists (tax, planning, and consulting) and wealth advisors with delivering our Ideal Futures Process to clients. This comprehensive process addresses all areas of a clients wealth management needs.
The Tax Manager is responsible for oversight of tax preparation services and assistance with training, development, coaching and support of the Tax Associates, Tax Interns and Wealth Strategy Team Associates. This position is also responsible for providing guidance to the team to meet the tax preparation needs of internal and external clients. The Tax Manager must embrace and represent the Savant philosophies and values. A positive attitude, approachable and mature demeanor, the ability to effectively receive and deliver communication to both internal and external clients is expected.
The Tax Manager can expect to focus in the following areas:Tax
- Training, development and oversight of Tax Associates, Tax Interns and Wealth Strategy Team Associates. This includes training, recruiting, development, hiring, termination, promotion, discipline, and ongoing oversight.
- Remain current on industry changes to effectively train, coach and manage the consistent implementation of these changes with direct reports.
- Assist with drafting and execution of the Tax & Business Services annual goals and objectives.
- Proactively communicate with clients and team members.
- Review moderate to complex individual tax returns, along with trust, partnership and corporate returns
- Review individual tax analyses and assist with the review of various financial planning analyses (i.e., social security analyses, stock option analyses, Roth conversion analyses, etc.)
- Provide research and analysis for complex tax transactions & topics, and communicate results
- Assist with implementation of tax planning and consulting opportunities
- Provide tax expertise to clients and others in the firm
- Periodically review current, and develop new, policies and procedures for the development of tax services and other department related workflows
- Maintain a culture of continuous improvement within the team.
- Facilitate educational and training opportunities for team members.
- Maintain team approach by assisting and filling in for others.
- Perform other duties as needed.
- Assist with the preparation of monthly financial statements, including bank reconciliations, payroll processing, journal entries, etc.
- Assist with the preparation of various quarterly and annual compliance reports.
- Support senior level managers and attend client meetings, as needed.
- Gather, organize and synthesize client data and review client financial statements, tax returns, estate planning documents and all other information necessary to develop a financial plan or other various analyses
- Prepare and deliver various financial planning analyses (i.e., tax, social security , insurance, stock option, Roth conversion, and pension analyses)
- This position is based in our Lewes, DE office at 34382 Carpenters Way, Suite 6 Lewes, DE 19958.
- This position is a fully in-person position, working Monday - Friday, 8:00AM - 5:00PM. Because of this, you must have reliable transportation and live within 50 minutes of our office.
- This is a full-time position, with a minimum expected hour amount of 40 hours per week. During tax season, you can expect to work up to 65 hours, weekly.
- Bachelors Degree in Finance, Accounting or related field from an accredited college or university
- Masters in taxation or other advanced degree is a plus
- 5-10 years of experience in the tax department of a CPA firm, or equivalent experience.
- Active CPA license
- CERTIFIED FINANCIAL PLANNER certification preferred
- Financial planning/wealth management acumen, judgment, and experience
- Proven ability to lead and mentor others effectively to achieve success and foster a culture of teamwork
- Proficiency in Word, Excel, Outlook, as well as tax analysis software
- Familiarity with online and print tax research resources
- Experience in reviewing returns
- Effective writing and tax research skills
- Must be organized and detail-oriented
- Must possess a consistent positive attitude
- Client first attitude
- Excellent communication and organizational skills
- Proven ability to effectively resolve conflict and apply grace under pressure
- Team player, collaborative, able to work with and through others in a positive fashion
- We are a growing firm, with opportunities for future growth and advancement in your role.
- We offer health, vision, dental, and 401K benefit options for you and your family.
- We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide a world class service
- Our culture is steeped in Savant’s Midwestern roots as described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our relationships with clients, each other, and the greater community. Our core values truly define the Savant way.
If you want to be part of a culture that is defined through strong values - Savant is right for you.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position.Any combination of equivalent education and work experience will be considered.Savant Capital, LLC is an Equal Opportunity Employer
Job Summary
JOB TYPE
Full Time
SALARY
$128k-169k (estimate)
POST DATE
07/01/2024
EXPIRATION DATE
08/24/2024
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The job skills required for Tax Manager - Lewes, DE include Tax Return, CPA, Tax Preparation, Accounting, Tax Planning, Consulting, etc. Having related job skills and expertise will give you an advantage when applying to be a Tax Manager - Lewes, DE. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Tax Manager - Lewes, DE. Select any job title you are interested in and start to search job requirements.
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The following is the career advancement route for Tax Manager - Lewes, DE positions, which can be used as a reference in future career path planning. As a Tax Manager - Lewes, DE, 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 - Lewes, DE. You can explore the career advancement for a Tax Manager - Lewes, DE below and select your interested title to get hiring information.
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