Tax Manager (Private Wealth Management)

About the role

Join a dynamic team at a leading financial services firm. We are seeking a highly skilled Tax Manager to join our Private Wealth Management division. The ideal candidate will have a proven track record in tax planning and compliance, with a strong understanding of private wealth management.

Responsibilities

• Develop and implement comprehensive tax strategies for high-net-worth individuals and families.
• Prepare and review tax returns, ensuring accuracy and adherence to tax laws and regulations.
• Provide tax advice and guidance to clients, addressing their complex financial situations.
• Collaborate with other departments to ensure seamless integration of tax-related services.
• Stay updated on tax legislation and industry trends, and advise on potential impacts to client portfolios.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field.
• CPA certification preferred.
• Minimum 5 years of experience in tax advisory and compliance.
• Strong analytical and problem-solving skills.
• Excellent interpersonal and communication skills.
• Proficient in Microsoft Office Suite, particularly Excel.

Qualifications

• Experience with private wealth management and estate planning.
• Knowledge of state and federal tax codes.
• Ability to work independently and manage multiple projects simultaneously.
• Strong attention to detail and ability to meet deadlines.

Skills

• Tax planning and compliance.
• Financial analysis and reporting.
• Client relationship management.
• Microsoft Office Suite proficiency.

Benefits

• Competitive salary and benefits package.
• Incentive compensation plan.
• Professional development opportunities.
• Flexible working arrangements.

Pay

Commensurate with experience.

Schedule

Full-time, Monday through Friday.

Benefits

• Health insurance.
• Retirement plans.
• Employee discounts.

Apply

To apply, please submit your resume and cover letter detailing your relevant experience and qualifications. Click the apply button below.

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