Manager of Tax Planning - Hybrid

Description

Join Our Growing Team in Our New Headquarters in Brookfield (gym included)!

Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? Know the Difference’ applies to our employees too! We are a proud 6-Time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award.

Our employees list our vibrant culture and engaged teams as two of our best features!

Annex Wealth Management is an elite, privately held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses.

Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more.

Communication and Education are key to Annex Wealth Management’s growth. Check us out on YouTube, Money Talk on WTMJ; The Investment Show on WISN;

and The Annex Wealth Management Show on WHBY and WFSX.

Manager of Tax Planning

The primary responsibilities of this position include the following :

• Utilize tax planning and financial planning software to analyze tax situations and implications of different strategies
• Have and apply expertise in various tax planning topics and strategies such as Roth conversions, business entity selection, equity compensation strategies, charitable giving strategies, gain harvesting and more
• Work closely and collaboratively with our existing financial planning team and tax planning team to support our wealth managers and clients
• Helping wealth managers who are not tax experts understand and deliver effective tax planning advice to wealth management clients
• Meet with clients to answer tax questions and give tax advice
• Prepare pro-forma tax returns using various tax planning software packages
• Stay up to date on current tax laws and potential changes
• Develop and present often collaboratively with other team members educational events or other media pieces for both internal and external education in the area of tax planning
• Help with tax prep during the busy season such as reviewing returns, ensuring accurate reporting
• Help clients with withholding and estimated payments

Requirements

Does this sound like you?

• You have a strong background in wealth management and tax planning
• You are a CPA, EA or tax attorney
• You are also a CERTIFIED FINANCIAL PLANNER or hold an equivalent designation such as PFS, ChFC , etc.
• You have at least 5 years of tax preparation experience emphasizing reviewing returns
• You like helping clients and financial advisors in a team-based, collaborative environment and you have a service-oriented mindset
• You enjoy having regular working hours as opposed to the 60+ hour weeks during tax season
• You have the ability to communicate effectively in client meetings
• You like being part of a team and believe in the benefits of an ensemble-style wealth management practice
• You appreciate working in an organized environment where tasks and workflow are clearly defined
• You have some expertise in business tax planning such as entity selection and structuring of business sales
• You have some knowledge of trust taxation including tax planning strategies for trusts

What You Can Expect

In return for your leadership, talent, time, and commitment, we offer the competitive compensation and benefits you would expect of an industry leader, including paid short and long term disability, vacations, 401(k) plan, bonus plan, and an on-site gym!