Tax Manager - Wealth Management

Summary

The tax manager is responsible for developing and managing tax services provided to clients such as federal and state tax preparation, tax projections, and analysis. This position involves client-facing activities providing comprehensive tax services to existing clients, developing new businesses, and assisting our advisors and financial planning team with strategic tax planning. This position will also develop comprehensive financial plans for clients with assets of $1mm+.  

Duties and Responsibilities  

• Review, approve, and sign off on complex individual and trust tax returns ensuring accuracy, compliance, and defensible tax positions.

• Serve as a key point of contact between EP and our external tax preparation provider, supporting relationship management to ensure clear communication, timely follow-ups and resolution of tax preparation and workflow-related matters.

• Manage day-to-day outsourced tax preparation workflows, ensuring deliverables meet firm standards for accuracy, completeness and client experience. 

• Participate in internal strategy discussions for clients, collaborate with advisor teams, and planning departments to address tax services objectives.

• Manage coordination and integration of tax services, analysis, and department projects.

• Prepare tax projections, net worth, cash flow, investment planning, insurance summaries and investment and other tools for use in wealth planning engagements.

• Proactively engage in firm wide initiatives developing tax services, building firm relationships, supporting business development and client retention activities.

• Development of customized and comprehensive personal and business financial plans.

• Collect data for financial planning via client questionnaire, clarify and verify client answers to questions, and enter data into financial planning system.

• Utilize financial planning software to generate financial plans and review with Financial Advisor.

• Generate specific action plans for clients relative to the specific recommendations made in their financial plan.

• Create, review and enter data into spreadsheets to analyze specific financial planning and/or business planning issues.

• Work with the financial planning team to continually assess existing software the planners use to determine changes and upgrades needed to maximize opportunities with clients and potential clients.

• Publicly represent the accounting department. Participate in firm marketing initiatives, including client and prospective client seminars, writing articles and blogs, and other activities.

• Perform additional functions, duties and specific tasks of a similar nature as necessary to achieve the firm's business development and client retention objectives.

• Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance

• Other duties as assigned

This role is designated as a remote position for candidates located in Washington, Oregon, California, Arizona, or Utah