What are the responsibilities and job description for the Senior Tax Manager position at Beacon Pointe?
We are currently seeking qualified candidates to join Beacon Pointe Advisors in our Newport Beach, CA office as a Senior Tax Manager. This individual will work with Wealth Advisors nationwide and will be dedicated to supporting advisors with complex tax planning strategies for high net worth individuals including small business owners and their families. The ideal candidate will be responsible for providing tax planning education, completing tax strategy analysis, and implementing tax planning campaigns for the firm.
Ready to apply Before you do, make sure to read all the details pertaining to this job in the description below.
Responsibilities
- Create and provide tax planning training
- Answer advisor and client tax questions
- Manage and help build tax planning software
- Be a resource for advisors and prospects
- Review and monitor our tax deliverables
- Create and monitor tax planning compliance requirements.
Qualifications
Interested Candidates : Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process.
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