Tax Manager
Windle Wealth LLC
4 days ago Be among the first 25 applicants
About Windle Wealth
At Windle Wealth, we’re redefining financial planning with simplicity, authenticity, and a dash of fun. We believe in celebrating life’s wins, supporting each other through challenges, and keeping financial management straightforward and human. We’re a team of real people serving real people and we don’t take ourselves too seriously, except when it comes to delivering top-tier service.
The Opportunity
We’re looking for a Tax Manager . Someone who’s ready to take ownership of our tax offering, meet directly with clients, and eventually build out a team. This isn’t a “heads-down, grind-out-returns only” kind of role. We aren’t interested in the way the industry does it currently. It’s about thoughtful planning, meaningful conversations, and using technology to make the process smoother for everyone. Above all, it’s about the human being in front of you.
We also will not be offering tax services to the public. We are only offering tax work to our clients.
What You’ll Do
- Prepare and review individual and business tax returns with accuracy and care.
- Lead client meetings to discuss tax strategy and planning.
- Develop proactive tax strategies that integrate with broader financial plans.
- Use tech tools (including AI platforms) to streamline workflows and boost efficiency.
- Stay current on tax laws and help clients make informed decisions.
- Collaborate with our financial planning team to deliver a seamless client experience.
What We’re Looking For
- CPA or EA preferred, but we’re open to experienced accountants with strong tax skills.
- Detail-oriented and organized, with a problem-solving mindset.
- Tech-savvy and open to new tools that make life easier for everyone.
- Can handle crypto transactions and tax work
- Strong communicator who can explain complex topics in simple terms.
- Team player with a positive attitude and a sense of humor.
- Must be located in the Oklahoma City Metro Area.
- Truly caring about the humans we help is non-negotiable.
Why Windle Wealth?
- Join a close-knit team that values collaboration, innovation, and having fun.
- Work in a client-focused environment where your impact is real and appreciated.
- Be part of a firm that’s growing, thinks outside the box, and wants you to grow with it.
Seniority level
- Entry level
Employment type
- Full-time
Job function
- Accounting/Auditing and Finance
Vacancy posted 4 days ago
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