Tax Manager (HNW) – Fully Remote Opportunity
A well-established wealth advisory firm is seeking an experienced tax professional to join their team as Tax Manager. This position will be responsible for taking a lead on all tax planning and preparation for the firm’s client base and will manage, organize, and support the firm’s tax efforts to meet goals and expectations. This is a fully remote position and the firm will pay a strong base plus bonus compensation package.
Primary Responsibilities:
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Tax planning and preparation for high-net-worth individuals and their related entities
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Performing first reviews on certain individual and fiduciary returns
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Ensuring compliance with all federal and state filing requirements on behalf of clients
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Acting as a resource to wealth management teams for tax planning, tax research, and ongoing education of tax related developments
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Assist the Director of Tax Services with regularly educating permanent and seasonal tax preparation staff
Qualifications:
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A CPA or JD with a minimum of 4+ years’ relevant experience.
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A demonstrated focus on preparing individual and fiduciary tax returns with a primary focus on high-net-worth individuals and families
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Superb written and verbal communication skills
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Proficiency in Microsoft Office applications, including Excel, and proven ability to learn other technology.
If you’re interested in learning more about this opportunity, please submit your resume directly to Tim Fitzgerald at [email protected].
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