Tax Professional

1 month ago


Libertyville, Illinois, United States Annex Wealth Management Full time
Job Opportunity

Annex Wealth Management is a leading advisory and wealth management firm seeking a skilled Tax Manager to join our team. As a Tax Manager, you will play a critical role in ensuring the organization's tax compliance and staying up-to-date on new tax laws.

Your Responsibilities
  • Conduct tax research and analysis to inform business decisions
  • Prepare and review tax returns, ensuring accuracy and compliance
  • Identify opportunities to minimize effective tax rates for clients
  • Train and guide staff on tax return preparation and other matters
  • Review and respond to client tax notices
Requirements
  • CPA (or EA and pursuing a CPA) certification
  • 5+ years of public accounting experience
  • 3+ years' experience reviewing individual income tax returns in Wisconsin and Illinois

At Annex Wealth Management, we value expertise, integrity, and teamwork. If you are a motivated and detail-oriented professional looking to make a meaningful contribution, we encourage you to apply for this exciting opportunity.


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