Tax Manager

About the role

Mission Wealth is a leading wealth management company recognized as one of Barron’s Top 100 RIAs and Best Places to Work by Fortune, Pacific Coast Business Times, Inc., and Investment News. We are currently seeking a growth-minded Tax Manager to join our award-winning team.

Responsibilities

• Work with a high-performing & growth-oriented team
• Speak your mind, have your voice heard, innovate, and streamline existing processes
• Grow yourself personally and professionally with the support of your team
• Work closely with Wealth Managers and the client base regarding tax/wealth strategies
• Ensure client relationships and retention through demonstrated expertise and timely addressing of client questions and needs
• Create and present strategic tax planning solutions to high-net-worth clients
• Aid clients with tax-related questions, proformas, estimates, and projections
• Manage consulting and tax projects
• Review tax returns
• Commitment to continuing education, team development, training, and mentoring new tax associates
• Review federal and multi-state individual, gift, and trust income tax returns
• Mentor and train tax associates

Requirements

• 8+ years of proven tax accounting experience; previous experience preparing tax returns required
• CPA required
• Experience providing client-centric tax consulting to high-net-worth clients
• Strong research capabilities related to technical matters for complex tax needs and updates to regulations
• Mastery of various tax compliance software products
• Highly effective interpersonal, relationship management, and communication skills
• Excellent organizational and time management skills in a high-energy culture to manage priorities
• Demonstrated talent development experience, training new staff, and mentoring interns
• Advanced understanding of trust taxation
• Strong attention to detail

Qualifications

• Proven success as a Tax Manager
• Passion for purpose, both in life and in your approach to Tax Strategy

Skills

• Tax strategy implementation
• Client relationship management
• Strategic tax planning
• Technical tax research
• Team development and mentorship

Benefits

• Competitive salary: $150,000 base; plus $50,000 annual bonus paid in quarterly increments
• Defined pathways to equity partner in the firm
• Medical/dental/vision benefits
• 401(k)/Profit Sharing
• Volunteer Time Off (VTO)
• Family Medical Leave (FMLA)
• Sabbaticals
• Wellness benefits
• Ongoing educational reimbursements

Pay

• $150,000 base salary
• $50,000 annual bonus

Schedule

• Full-time, salaried exempt