Tax Manager

About the Role

This is a full-time, on-site role at our headquarters in Brookfield, WI. We may consider hybrid for the right candidate.

Annex Wealth Management is a privately held, full-service registered investment advisor acting as a fiduciary for individuals, families, and businesses. Our team approach ensures clients consistently interact with experienced professionals holding key credentials in investment, tax, insurance, and estate planning.

Our values—Knowledge, Accountability, Integrity, Courage, Respect, and Ownership—guide our daily work. We seek positive, talented individuals who embody these principles.

Responsibilities

• Serve as a senior reviewer for complex individual income tax returns (primarily 1040s).
• Utilize tax and financial planning software to analyze client tax situations and develop tailored strategies, including Roth conversions, charitable giving, and other wealth management-specific techniques.
• Collaborate closely with financial planners, wealth managers, and fellow tax experts to provide exceptional tax preparation and planning advice.
• Assist wealth managers and clients with complex individual tax matters related to compliance and personal tax planning; conduct occasional client meetings to address tax questions.
• Stay current on tax and wealth management updates through continuing education.
• Embrace new technologies to improve tax preparation and planning efficiency.
• Focused role with no sales, marketing, or business development responsibilities.

Requirements

• CPA, EA, or tax attorney required.
• Minimum of 5 years of individual income tax preparation experience.
• Strong background in wealth management and financial planning, with a focus on high-net-worth individuals.
• Certified Financial Planner™ (CFP®) or Personal Financial Specialist (PFS) designation strongly preferred or willingness to obtain within two years.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Proficient in tax and financial planning software.
• Ability to work effectively in a team-oriented environment.
• Familiarity with CCH Axcess and Holistiplan is a plus.
• Series 65 license or equivalent required to be obtained within 180 days.

Benefits

• Medical, dental, and vision insurance.
• Life and disability insurance.
• Paid Time Off (PTO).
• 401(k) retirement plan with employer contribution.
• 100% paid paternity leave.
• Opportunities for professional growth and development.
• Summer hours.
• Company events, including get-togethers, an annual picnic, and milestone celebrations.