tax

About the role

We are a premier wealth management firm dedicated to providing top-tier financial and tax advisory services to affluent individuals, families, and businesses. Our commitment to excellence, integrity, and personalized service sets us apart in the industry. We believe in building lasting relationships and delivering strategic solutions that maximize financial outcomes for our clients.

Requirements

• Minimum of 8+ years (for Tax manager) or 10-15+ years (for Sr Tax Manager) of experience in tax advisory, preferably in a public accounting or wealth management environment.
• Expertise in high-net-worth individual taxation, partnerships, S-corporations, and trusts.
• Strong analytical skills, attention to detail, and the ability to think strategically.
• Excellent communication and client relationship management skills.
• A proactive mindset with a passion for delivering high-value client service.

Qualifications

CPA, EA, or relevant tax certification required.

Skills

Proactive mindset, strategic thinking, client relationship management, tax planning, compliance, advisory services, high-net-worth individual taxation, partnerships, S-corporations, trusts.

Benefits

Competitive Compensation & Benefits: We offer a highly competitive salary, performance-based bonuses, and a robust benefits package.

Work-Life Balance: We understand the importance of flexibility and offer hybrid work arrangements.

Career Growth: We invest in our team's success with ongoing professional development, mentorship, and clear pathways for advancement.

Collaborative Culture: Join a team of industry leaders who are passionate about making a difference in our clients' financial futures.

Cutting-Edge Resources: Work with the latest technology and research tools to provide innovative solutions to complex tax matters.