Tax Manager
$115k - $160kTruity Partners
Job Description
Tax Manager (43333)
Our client is an organization in the Waukesha County area that’s looking for a Tax Manager. Our client is looking for someone with 4+ years of experience, organized, and motivated. This company offers a collaborative culture, a strong work-life balance, and flexibility. This position is hybrid.
The salary for this position is up to $115K - $160K.
The Tax Manager will be responsible for, but not limited to, the following:
RESPONSIBILITIES
- Review and oversee individual income tax returns, including more complex filings.
- Use tax and financial planning tools to analyze client situations and recommend tailored tax planning strategies.
- Collaborate with financial planners, wealth managers, and fellow tax professionals to deliver quality tax and planning advice.
- Assist clients and internal teams with a variety of individual tax compliance and planning questions, including occasional client meetings.
- Stay current on tax and wealth management developments and adopt new technologies to improve efficiency.
- Ensure accuracy, quality, and timely delivery of all tax work products.
The Tax Manager will possess the following:
EXPERIENCE REQUIRED
- CPA, EA, or tax attorney required, with 4+ years of individual income tax preparation experience.
- Strong wealth management and financial planning background, focused on high-net-worth individuals.
- CFP® or PFS designation strongly preferred, or willingness to obtain within two years.
- Excellent communication, interpersonal, analytical, and problem-solving skills; team-oriented.
- Proficient in tax and financial planning software; CCH Axcess and Holistiplan familiarity a plus.
Equal Opportunity Employer
The compensation philosophy reflects the Company’s reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.
Vacancy posted 3 days ago
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