FULLY REMOTE Tax Manager – Prominent Wealth Investment Firm

We are seeking a Tax Manager to join a well established Wealth Management Firm that boasts a rich history in the financial services industry. This role offers a competitive compensation package, a fully remote work environment, and a company culture prided in work-life balance.

Company Highlights

• About the firm: Prominent in the Wealth Management space, this firm's focus is deeply rooted in collaboration, lifelong learning, and ample opportunity for growth
• Strong Compensation Package: Competitive Base + Annual Performance Bonus
• Excellent Benefits: Healthcare Plans, PTO, 401k Match, Continued Education, and more
• Remote Work Mode: All tax positions are fully remote!

Team Highlights & Broad Responsibilities

• Comprehensive Tax Services: Manage tax planning and preparation for high-net-worth individuals and related entities while ensuring compliance with federal and state filing requirements
• Leadership and Review: Perform first reviews of individual and fiduciary returns, provide tax planning guidance, and assist in educating staff on tax-related developments
• Client and Team Support: Act as a tax resource for wealth management teams, assist with client communications on tax updates, and contribute to educational materials for clients and staff

Qualifications

• CPA or JD required
• 5+ years experience from Big 4 or large regional firms with a demonstrated focus on preparing individual and fiduciary tax returns for high-net-worth individuals
• Experience preparing partnership, private foundation, and gift tax returns is a plus