Tax Manager (Hybrid or Remote)

With offices across the US, we are a wealth management leader with over $12B in assets under management. With over 30 years of providing expert financial guidance, we offer a unique blend of investment management, financial planning, and family office services to affluent individuals and institutions. Our founder-led leadership, backed by a team of 300+ dedicated professionals, drives an entrepreneurial and collaborative culture across 25+ offices nationwide. As an advocate of Evidence-Based Investing, we use historical data and collective knowledge to create superior strategies. Our employee ownership ensures long-term client relationships, while our holistic benefits package, competitive salary, and emphasis on work-life balance make us an exceptional place to thrive. Join us on this journey towards excellence and innovation!

1. Strong compensation and ultra-comprehensive benefits package along with strong 401k matching (25% of the first 8%), profit sharing, 3 weeks PTO with 10 paid holidays
3. Very flexible work schedule outside of tax season w/summer Fridays included!
2. Amazing team, work environment, and company culture
3. Great vertical mobility and career growth potential!

Required:

• Bachelors Degree in Finance, Accounting or related field from an accredited college or university

is a plus

• 5+ years of experience in the tax department of a CPA firm, or equivalent experience.
• Must have EA or CPA designation
• Financial planning/wealth management acumen, judgment, and experience
• Proven ability to lead and mentor others effectively to achieve success and foster a culture of teamwork
• Proficiency in Word, Excel, Outlook, as well as tax analysis software
• Familiarity with online and print tax research resources
• Experience in reviewing returns
• Effective writing and tax research skills
• Must be organized and detail-oriented
• Excellent communication and organizational skills
• Proven ability to effectively resolve conflict and apply grace under pressure
• Team player, collaborative, able to work with and through others in a positive fashion

Nice to Haves:

• Active CPA
• High Net Worth experience
• Masters in taxation or other advanced degree
• CERTIFIED FINANCIAL PLANNER certification preferred

Duties:

• Training, development and oversight of Tax Associates, Tax Interns and Wealth Strategy Team Associates. This includes training, recruiting, development, hiring, termination, promotion, discipline, and ongoing oversight.
• Remain current on industry changes to effectively train, coach and manage the consistent implementation of these changes with direct reports.
• Assist with drafting and execution of the Tax & Business Services annual goals and objectives.
• Proactively communicate with clients and team members.
• Review moderate to complex individual tax returns, along with trust, partnership and corporate returns
• Review individual tax analyses and assist with the review of various financial planning analyses (i.e., social security analyses, stock option analyses, Roth conversion analyses, etc.)
• Provide research and analysis for complex tax transactions & topics, and communicate results
• Assist with implementation of tax planning and consulting opportunities
• Provide tax expertise to clients and others in the firm
• Periodically review current, and develop new, policies and procedures for the development of tax services and other department related workflows
• Maintain a culture of continuous improvement within the team.
• Facilitate educational and training opportunities for team members.
• Maintain team approach by assisting and filling in for others.