Tax Manager

6 days ago

Brookfield, WI, United States Annex Wealth Management Full time
Are you an experienced Tax Manager who enjoys doing tax prep, but want something different? Maybe you're after a more reasonable workload, a truly collaborative team environment, or to move beyond high-volume compliance into proactive tax planning that adds greater value. If that resonates, please read on...

Annex Wealth Management - Know the Difference

Join Our Growing Team at Headquarters in Brookfield, WI

Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? 'Know the Difference' applies to our employees too. We are a proud seven-time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our employees list our vibrant culture and engaged teams as two of our best features

Annex Wealth Management is a privately held, full-service registered investment advisor 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 Management's growth. Check us out on YouTube, our multiple podcasts, "Money Talk" on WTMJ; "The Investment Show" on WISN; and "The Annex Wealth Management Show" on WHBY and WFSX.

At Annex Wealth Management, our values aren't just words - they guide how we work every day:
  • Knowledge
  • Accountability
  • Integrity
  • Courage
  • Respect
  • Ownership
Does this resonate with you? We're looking for positive, talented individuals who naturally embody these principles in their work and interactions. If you're ready to join a culture where these values are the foundation of everything you do, we'd love to hear from you.

Tax Manager

What You'll Do:
  • Tax Preparation: Serve as a senior reviewer for individual income tax returns with higher complexity (primarily 1040s).
  • No Time Tracking - You will NOT be required to track your time.
  • Tax Planning: Utilize tax and financial planning software to analyze client tax situations and develop tailored strategies, including Roth conversions, charitable giving, and other wealth management-specific techniques.
  • Team Collaboration: Work closely with financial planners, wealth managers, and your fellow tax experts to provide exceptional tax preparation and tax planning advice.
  • Client Education: Assist wealth managers and clients with complex individual tax matters related to both tax compliance and personal tax planning. Conduct occasional client meetings to address tax questions and provide guidance.
  • Continuing Education: Stay current on updates within areas of tax and wealth management.
  • Technology Adoption: Embrace new technologies to improve tax preparation and planning efficiency.
  • Focused Role - No sales, marketing, or business development responsibilities of any kind.
Requirements

What You'll Need to Succeed
  • CPA, EA, or tax attorney required.
  • Minimum of 5 years of individual income tax preparation experience.
  • Strong background in wealth management and financial planning, with a focus on high-net-worth individuals.
  • Certified Financial Planner™ (CFP®) or Personal Financial Specialist (PFS) designation strongly preferred or willingness to obtain within two years.
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • Proficient in tax and financial planning software.
  • Ability to work effectively in a team-oriented environment.
  • Familiarity with CCH Axcess and Holistiplan is a plus.
  • Series 65 license or equivalent is required to be obtained within 180 days.
  • Experience with HNW & UHNW
Comprehensive Benefits

We deeply value your leadership, talent, time, and commitment. In return, we offer a total rewards package designed to recognize and appreciate your contributions.

This includes a comprehensive suite of:
  • Benefits: Our benefits package includes medical, dental, and vision insurance, as well as a 401(k) plan to help you secure your financial future
  • Life & Disability Insurance
  • Paid Time Off (PTO)
  • 401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution
  • Company Events: We believe in celebrating wins and creating connections - whether it's through get togethers, our Annual Picnic, or company milestones
  • Opportunities for professional growth and development
  • Summer hours

We are committed to providing an environment where you can thrive and achieve your full potential.

Equal Employment Opportunity: Annex Wealth Management is an equal opportunity employer. We are committed to providing a work environment free from discrimination and harassment. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status. We encourage applicants of all backgrounds to apply.

  • Tax Manager

    14 hours ago

    Brookfield, WI, United States SVA Inc Full time

    At SVA, we're more than just a firm; we're a community dedicated to helping our employees, clients, and the world around us thrive. We're looking for a high-performing Tax Manager to join our Brookfield, WI, office. If you're ready to embrace a consultative role where you'll lead, inspire, and deliver exceptional value, this is the opportunity for you. As a...

  • Tax Director

    14 hours ago

    Brookfield, WI, United States Sikich Full time

    Description Tax Director (US - Remote/Hybrid Milwaukee) What to expect when you join Sikich Team members at Sikich have a lot in common while also being part of a rich and varied group of contributors, creating a distinct and thriving culture. Chief among our commonalities is a desire for growth and a shared unity of purpose in our professional lives. We...

  • Tax Director

    1 week ago

    Brookfield, WI, United States Cotton & CO Full time

    Description Tax Director(US-Remote/Hybrid Milwaukee) What to expect when you join Sikich Team members at Sikich have a lot in common while also being part of a rich andvariedgroup of contributors, creating a distinct and thriving culture. Chief among our commonalities is a desire for growth and a shared unity of purpose in our professional lives. We believe...

  • Tax Director

    2 weeks ago

    Brookfield, WI, United States Cotton & CO Full time

    Description Tax Director(US-Remote/Hybrid Milwaukee) What to expect when you join Sikich Team members at Sikich have a lot in common while also being part of a rich andvariedgroup of contributors, creating a distinct and thriving culture. Chief among our commonalities is a desire for growth and a shared unity of purpose in our professional lives. We believe...

  • Tax Director

    4 days ago

    Brookfield, WI, United States Cotton & CO Full time

    Description Tax Director(US-Remote/Hybrid Milwaukee) What to expect when you join Sikich Team members at Sikich have a lot in common while also being part of a rich andvariedgroup of contributors, creating a distinct and thriving culture. Chief among our commonalities is a desire for growth and a shared unity of purpose in our professional lives. We believe...

  • Asset Management Analyst

    2 days ago

    Brookfield, WI, United States MLG Capital Full time

    Job Type Full-time Description The Asset Management Analyst position provides the opportunity to work with a well-established real estate investment team with over 35 years of experience. The position will work closely with senior leadership in Brookfield to monitor and manage asset strategy, review monthly financials, review and approve annual budgets,...

  • Asset Management Analyst

    4 days ago

    Brookfield, WI, United States MLG Capital Full time

    Job Type Full-time Description The Asset Management Analyst position provides the opportunity to work with a well-established real estate investment team with over 35 years of experience. The position will work closely with senior leadership in Brookfield to monitor and manage asset strategy, review monthly financials, review and approve annual budgets,...

  • Property Management Accounting Specialist

    1 week ago

    Brookfield, WI, United States Educated Solutions Corp Full time

    Location Brookfield,WI Description Our client, a Property Management firm based in Brookfield, Wisconsin is seeking an Accounting Specialist. This company provides "all things real estate" services to a variety of both residential and commercial clients. This role is critical to ensuring accurate financial records, timely invoicing, and smooth payment...

  • Property Management Accounting Specialist

    2 days ago

    Brookfield, WI, United States Educated Solutions Corp Full time

    Location Brookfield,WI Description Our client, a Property Management firm based in Brookfield, Wisconsin is seeking an Accounting Specialist. This company provides "all things real estate" services to a variety of both residential and commercial clients. This role is critical to ensuring accurate financial records, timely invoicing, and smooth payment...

  • Associate Wealth Manager

    5 days ago

    Brookfield, WI, United States Annex Wealth Management Full time

    Associate Wealth Manager (Path to Wealth Manager)Annex Wealth Management - Know the Difference Join Our Growing Team at our Brookfield location (On-site gym included)! Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? 'Know the Difference' applies to our employees too. We are a proud seven-time...