Tax Professional Lead
1 week ago
A leading Wealth Management firm is seeking a dynamic Tax Manager to join their team.
This role offers a unique opportunity to work with high-net-worth and ultra-high-net-worth clients, providing expert tax advice and consulting services.
As a Tax Manager, you will spend most of your time interacting with clients, handling complex tax issues, and collaborating with a talented team of professionals.
Key Responsibilities
- Client Engagement: Build strong relationships with clients and provide personalized tax services.
- Strategic Tax Advice: Develop and implement tax strategies to help clients achieve their financial goals.
- Complex Tax Matters: Handle complex tax issues, including S-Corps, partnerships, and high-net-worth individuals.
- Team Collaboration: Work closely with the team to deliver exceptional client service.
Requirements
- Tax Expertise: 3+ years of experience in a CPA, accounting, or advisory firm.
- Professional Certification: CPA or EA designation required.
- Client Focus: Strong interpersonal skills and a passion for client service.
- Problem-Solver: Inquisitive mind and ability to tackle complex tax challenges.
- Adaptability: Thrives in a fast-paced, dynamic environment.
What We Offer
- Competitive Compensation: Base salary of $120K-$150K + bonus.
- Comprehensive Benefits: 100% employer-paid benefits and a 5% 401k match.
- Growth Opportunities: A supportive environment to advance your career.
This is a unique opportunity to join a firm that truly values its employees and fosters professional development.
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