Tax Manager

2 weeks ago


Chicago, United States Annex Wealth Management Full time

DescriptionAnnex Wealth Management Know the DifferenceAnnex Wealth Management is a 5-Time Best Places to Work, Milwaukee Journal Sentinel recipient. Join our team to find out whyAnnex 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 Managements growth. Check us out on Money Talk on WTMJ; The Investment Show on WISN; and The Annex Wealth Management Show on WHBY and WFSX.Tax Manager - RemoteIn this role you will be involved in all tax related aspects and activities in the organization. You will help us stay tax-compliant and up-to-date on new tax laws.Your Role Perform tax research Prepare and review tax returns Identify opportunities to help minimize the effective tax rate for clients Help train, guide and advise staff on tax return preparation and other matters Review and respond to various client tax noticesRequirementsWhat We Are Looking For CPA (or EA and pursuing a CPA) 5+ years of public accounting experience 3+ years experience reviewing individual income tax returns in Wisconsin and Illinois#J-18808-Ljbffr

by Jobble


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