Remote Tax Manager – Wealth Management Company – Salary up to $115k
Our client is seeking a dynamic and experienced Tax Manager their Tax Advisory team. This role is integral to the success of our tax operations, providing leadership in managing day-to-day tax activities and ensuring alignment with firm goals. As Tax Manager, you will be responsible for overseeing the firm’s tax planning, compliance, and advisory functions, playing a key role in delivering exceptional service to our high-net-worth clients and their related entities.
Responsibilities:
- Lead tax planning and preparation efforts for high-net-worth individuals and their associated entities, including fiduciary tax returns.
- Perform initial reviews of individual and fiduciary tax returns to ensure accuracy and compliance.
- Ensure timely and accurate compliance with federal and state filing requirements for clients.
- Act as a key resource for the wealth management team, providing tax planning advice, research, and guidance on tax developments.
- Support the Director of Tax Services in training and mentoring both permanent and seasonal tax staff.
- Collaborate with the Director of Tax Services to communicate key tax updates to clients through various channels.
Qualifications:
- CPA
- 4+ years of experience preparing individual and fiduciary tax returns, particularly for high-net-worth individuals and families in a public accounting firm
- Experience preparing partnership, private foundation, and gift tax returns is preferred
Contact Erin Sullivan at [email protected] for more details!
#LI-ES1
#LI-REMOTE