Tax Manager

We’re a financially savvy team of financial experts who love helping clients find financial solutions that complement their lifestyles.

We specialize in saving our clients hundreds of thousands of dollars in taxes through the way we allocate assets. We use those tax savings to help our clients generate significantly more income in retirement. We achieve these goals while reducing the overall risk of their portfolios.

Qualifications:

• Experienced with Individuals, Corporations, S-Corporations, and Partnerships
• 2 years tax preparation experience
• Quickbooks experience is preferred
• CPA designation is preferred (will consider EA)
• Proficient in Microsoft Word, Excel and Outlook
• Ability to communicate with employees and clients

Responsibilities:

• Work with clients to determine which records, statements and schedules are needed to prepare their tax return
• Input and complete tax forms accurately using our tax software
• Review other prepared tax returns
• Review tax return with clients
• Resolve client questions and concerns
• Provide tax planning and tax savings opportunities for clients
• Work with our financial advisors to ensure a well-rounded solution to client challenges
• Review monthly bookkeeping