Wealth Advisor Manager

4 days ago

Remote, Oregon, United States SAX Advisory Group Full time

At Sax Advisory Group, LLC we are driven by our ability to turn every client's dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career

SAX Wealth Advisors is a leading Financial Planning firm dedicated to helping clients achieve their financial goals through personalized and innovative solutions. We prioritize integrity, professionalism, and excellence through our white glove experience we provide our clients.

Job Summary: We are seeking an experienced and detail-oriented Wealth Advisor Manager to join our team We're ideally looking for someone local to the NY Metro, NJ, PA, or CT area. The successful candidate will prepare financial reports and tax projections, prepare income tax returns, ensure compliance with regulations, and support financial planning initiatives to help our clients and the firm achieve financial success.

Key Responsibilities:

  • Review and analyze financial statements and reports in accordance with accounting standards.
  • Ensure compliance with tax regulations
  • Prepare annual tax returns for clients
  • Support budgeting, forecasting, and financial analysis activities
  • Implement and maintain internal controls to safeguard company assets
  • Provide mentorship and guidance to junior accounting staff and associate wealth advisors
  • Stay updated on changes in financial regulations and best practices
  • Collaborate with Wealth Advisors to support client financial strategies
  • Prepare and present on-going income tax projections to determine any strategies a client can implement

Qualifications:

  • Bachelor's degree in Accounting, Finance, or related field; CPA or EA certification is preferred.
  • Minimum of 5 years of accounting experience, preferably in financial services or planning.
  • Proficiency in accounting software (e.g., CCH ProSystem fx Tax, Holistiplan, BNA Income Tax Planner, QuickBooks) and MS Office Suite.
  • Excellent analytical, organizational, and communication skills.
  • Ability to handle multiple priorities and meet deadlines.
  • Ethical and professional integrity.

Comprehensive Benefits Package includes:

  • Top Tier Health, Dental, & Vision Plans
  • Flexible Spending Account (FSA) and Health Savings Accounts (HSA)
  • Medical and Dependent Care
  • Life and Voluntary Life Insurance
  • Short and Long -Term Disability Insurance
  • 401k plan with matching contribution
  • Defined Contribution Plan (profit sharing)
  • Customized Work Arrangements
  • Floating Holidays and Volunteer PTO
  • Unlimited PTO for Managers and Above
  • Referral Bonus Program
  • Tuition Reimbursement for Advanced Degree
  • Healthy Living Reimbursement Program
  • Health & Wellness App Subscription
  • CPA & EA reimbursement for study materials and exam
  • AICPA and CPA State Society membership reimbursement for Managers and above
  • OnDemand access to industry leading CPE courses
  • Summer Fridays at 1pm

Sax Advisory Group, LLC is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.

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