Tax Manager

We help successful families "Plan Retirement Smarter and Live Retirement Better."​

With our deep expertise in retirement, tax, and investment planning, we simplify and streamline the complexities of your financial life into a coordinated strategy for retirement, giving you the clarity and confidence to pursue your dreams while protecting your family's future.

We are looking to hire a Tax Manager to join our team!

Are you interested?

401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance

Essential Functions:

• Review returns for individual and corporate clients
• Research and consult on tax issues
• Identify and apply effective tax planning strategies for clients
• Clearly communicate tax matters to clients and CFP® Professionals

You should know some of the following:

• CPA with 7+ years of experience
• Strong corporate tax and/or high net worth individual background
• Ability to manage, mentor, and develop staff and facilitate collaborative team
• Naturally optimistic attitude with extraordinary client service orientation