Tax Manager (HNW and Flow - Through Focused)

An awesome client of ours is looking to bring a tax person on the team to handle all of the tax compliance for wealth management clients. Have the chance to interact with clients with a goal of growing business.

Key Responsibilities

- Prepare and review individual and small business tax returns, ensuring compliance with relevant regulations and maximizing tax efficiency.

- Collaborate with financial planners and investment advisors to develop holistic wealth management strategies aligned with clients' objectives.

- Provide proactive tax planning advice to minimize tax liabilities and optimize financial outcomes. - Build and maintain strong client relationships through regular communication, proactive outreach, and personalized service delivery.

- Stay abreast of industry trends, regulatory changes, and best practices to continuously enhance service offerings and provide value-added insights to clients.

Qualifications

- Certified Public Accountant (CPA or EA) designation required.

- Bachelor's or Master's degree in Accounting (desired), Finance, or related field. - Minimum of 5 years of relevant experience in tax preparation, public accounting, financial planning, or wealth management.

- Strong technical proficiency in annual tax filing for individuals and small businesses, tax planning, compliance, and financial analysis.

Job Benefits

- Competitive salary commensurate with experience.

- Significant growth and advancement opportunities as we build out this product within o practice.

- Performance-based bonuses and incentives.

- Comprehensive benefits package, including health insurance, retirement plans, and paid ti off.

- A supportive work environment that values entrepreneurship, innovation, and teamwork.