Tax Manager (CPA or JD) for a Wealth Management Firm
All-in Compensation : $120,000 - $175,000
On-site Position : Monday through Friday
We are seeking a highly motivated Tax Manager to join our team. This individual will be responsible for providing tax compliance, planning, and consulting services to a high net worth individual (HNWI) client base.
The successful candidate should be a CPA or JD with excellent tax compliance and planning experience and the ability to work independently.
Position Overview :
- Provide tax compliance, planning, and consulting services to clients
- Analyze client financial statements to determine the most advantageous tax strategies
- Identify potential tax savings opportunities
- Prepare tax returns and related documents accurately and timely
- Ensure compliance with all applicable tax laws and regulations
- Provide advice and assistance to clients related to tax planning and accounting matters
- Manage client relationships
- Review and sign off on tax returns and other documents as necessary
Qualifications :
- Current CPA license or JD
- Minimum of 5 years of tax planning, compliance, and consulting experience with HNWI
- 150 + Tax Returns
- Currently involved with compliance
- Final sign-off experience
- On-site Monday through Friday for client meetings
Benefits
Applicants must be authorized to work in the U.S.
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