High Net Worth Tax Manager -Hybrid

Hybrid role, Wealth Management company, Work/life balance, ESOP, Bonus (5-10%) Employer paid benefits, Volunteer hours, and growth potential

  • Phoenix, AZ
  • $120,000 - $140,000
  • Managed by Jobot Pro: Dana Stewart
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A bit about us:

Founded in the 1970's. Offering Investment Advisory, Wealth Management, endowments, fiduciaries, endowments, and wealth planning services to executives' business owners, and family. Grown to 630 Billion AUM.

Why join us?

Work-life balance during busy season
Growth and advancement
ESOP program
Yearly Bonus ( 5-10)
Comprehensive health coverage (70% paid by employer) + employee wellness platform
401(k) program with a 5% employer match + financial planning
Generous PTO
18 hours of Volunteer hours per year

Job Details

Tax Manager who will work with team members to provide high-net-worth families, individuals, and their related entities with tax compliance, tax consulting, and wealth management services. The Tax Manager is responsible for adding to the team's efforts in all client activities including tax compliance, planning, and executing all tax projects effectively. The Tax Manager will also develop tax planning techniques for prospective clients and make general recommendations for appropriate additional services.

Meets and corresponds with clients and prospective clients regularly
Meets and corresponds with other advisors including attorneys, CPAs, and other professionals to collaborate on servicing shared client
Coordinates tax services for clients both internally and externally
Research and analyze tax related compliance and planning questions utilizing available research tools
Stays up-to-date on new and existing tax legislation and helps educate tax team and colleagues
Analyzes and resolves complex client issues using sound judgment based on experience
Maintaining and updating client files and records as appropriate
Manages team and reviews various reports and client data for accuracy
Reviews deliverables including but not limited to tax returns, tax projections, and estimated tax payment calculations
Actively participates in virtual meetings with colleagues and clients
Builds internal network to enhance efficiency of the team and promote the tax service offering
Provides leadership and coaching to tax senior associates, associates, interns, and other employees; this includes trouble shooting tax software issues as they arise.
Actively seeks and applies coaching and feedback
Based on business need, ability to travel for occasional on-site meetings and collaboration
Technology focused with opportunities to assist in developing and improving tax processes
Easy Apply Now
Easy Apply Now
Job Details
Managed by Jobot Pro
Phoenix, AZ
Job Type
$120,000 - $140,000