Tax Manager (Closed)

Tax Manager

Our client, an award-winning comprehensive wealth management firm has created a new position for a Tax Manager. This exciting position will operate as the in-house tax expert and be a key member of the client consulting team. We are looking for strong technical tax expertise and direct tax planning experience for high wealth executives, professionals and families.  Experience should include optimizing Roth conversions, mitigation strategies for Net Investment Income Tax, identifying NUA opportunities and maximizing retirement contributions.
Your entrepreneurial spirit will serve you well when you join this vibrant, fast paced, growing organization to build out their tax division! 
 

Essential Responsibilities

• Perform tax projections for clients in coordination with the wealth management department.
• Consult with Investment Advisers on client tax projections throughout the year related to stock option strategies, ROTH conversions, and other tax strategies
• Preparation of income tax returns

• Build out the tax division from ground floor

• Evaluate and determined an appropriate tax preparation software application to a  wealth management firm

• Collaborate with other departments to department to best practices around data collection and deliverable provided.

Qualifications

• Active CPA license required, CFP a plus.

• Experience as a tax manager at a reputable CPA firm

• Five or more years of public accounting experience with a focus on individual, trust, and small business returns.

• A wiz with tax preparation and tax projection software.