Tax Manager (Investment Firm)

Tax Manager (Investment Firm)

Birmingham, Alabama

$100,000 - $120,000 bonus

Are you an experienced tax professional seeking a new and exciting opportunity? Look no further! Our client, a distinguished, full-service investment firm, is actively searching for an accomplished Tax Manager to join their team. As a key contributor to the firm’s success, you will play a pivotal role in overseeing strategic tax planning initiatives, ensuring compliance with ever-evolving regulations, and providing unparalleled client service to our client’s diverse portfolio of high-net-worth individuals and families. If you are passionate about navigating the complexities of tax management within the investment landscape and are ready to make a significant impact, we invite you to explore this unique opportunity with us.

Responsibilities:

Tax Planning and Compliance:

• Oversee and execute strategic tax planning initiatives for high-net-worth clients
• Ensure compliance with federal, state, and local tax regulations
• Collaborate with Investment Team to integrate tax strategies into overall wealth management plans

Client Interaction:

• Act as a key liaison between clients and the investment, trust, and tax groups
• Provide expert advice on tax-related matters, building and maintaining strong client relationships
• Address client inquiries and concerns, offering solutions aligned with their financial goals

Team Leadership:

• Lead and mentor a team of tax professionals, fostering a collaborative and high-performance work environment
• Ensure the timely and accurate completion of tax filings and related documentation
• Coordinate with other departments to streamline processes and enhance client service delivery

Financial Analysis:

• Conduct in-depth financial analysis to identify tax planning opportunities and potential risks
• Stay informed about changes in tax laws and regulations, adapting strategies accordingly

Documentation and Reporting:

• Oversee the preparation and review of tax returns, ensuring accuracy and compliance
• Generate comprehensive reports for clients and internal stakeholders, highlighting key tax-related insights

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field; CPA certification preferred
• Proven experience as a Tax Manager in public or corporate accounting
• Strong understanding of tax laws, regulations, and compliance issues relevant to high-net-worth individuals and families
• Excellent leadership and interpersonal skills with the ability to manage and motivate a team
• Client-focused approach with the ability to communicate complex tax concepts in an understandable manner
• Detail-oriented, with exceptional analytical and problem-solving abilities
• Familiarity with multi-family office structures and dynamics is a plus

PangeaTwo’s goal is to ensure that each recruitment opportunity yields rewarding dividends for both candidates and clients. To survive in the employment world, we suggest you disengage your internal compass and allow us to lead you to unexplored opportunities in your career. Allowing our professional recruiters to be engaged in your career transition might be more beneficial and satisfying to you. PangeaTwo specializes in executive and support positions focused in Accounting, Administrative Support and Information Technology searches across the Southeast. Allow our recruiters the opportunity to speak with you about our current opportunities.

At our clients’ request, only individuals with required experience will be considered.

Please note - if you have recently submitted your resume to a PangeaTwo posting, your qualifications will be considered for other open opportunities.

Your resume will never be submitted to a client without your prior knowledge and consent to do so.