Wealth Management Tax Manager | Remote | $125k - $140k | WFH

Job Title: Tax Manager

Location: Fully Remote (offices accessible nationwide)

Salary: Competitive base up to $140,000 plus bonus and comprehensive benefits

Qualifications: CPA or EA designation is mandatory

Job Overview

Join a prestigious Wealth Management firm as a Tax Manager, where you will play a pivotal role in our holistic approach to Tax Planning. This position offers a unique blend of autonomy and collaboration, allowing you to engage meaningfully with clients while enjoying the flexibility of remote work.

Key Responsibilities

• Prepare and deliver individual and business income tax returns, ensuring compliance and accuracy.
• Review and sign 1040s, 1041s, and selected business tax returns.
• Cultivate and maintain robust client relationships through effective communication and personalized service.
• Collaborate closely with financial advisors to integrate tax strategies into comprehensive wealth management plans.
  
  

Required Skills

• Proven expertise in tax compliance and planning.
• Strong interpersonal skills with a focus on client engagement.
• Ability to work collaboratively within a team environment, particularly with wealth management professionals.
  
  

Qualifications

• CPA or EA credential is essential.
• Relevant experience in tax preparation and management roles is required.
  
  

Career Growth Opportunities

This role provides an excellent platform for professional development, allowing you to build your own book of business while working alongside experienced financial advisors. The emphasis on relationship building and teamwork fosters an environment conducive to learning and growth.

Company Culture And Values

Our organization champions a collaborative and supportive environment, prioritizing quality client interactions over traditional metrics of productivity. We are committed to work-life balance and the well-being of our employees, ensuring that you thrive both personally and professionally.

Compensation And Benefits

• Competitive base salary up to $140,000, plus performance-based bonuses.
• Extensive benefits package including medical, dental, and vision insurance.
• Generous paid time off, company holidays, and family leave policies.
• 401(k) plan with employer matching contributions and additional perks such as pet insurance.
  
  

Join us in this exciting opportunity to advance your career while making a significant impact in the lives of our clients. We look forward to your application.

Employment Type: Full-Time