Tax Manager, Wealth Management

Responsibilities:

• Review complex individual tax returns (Form 1040), simple trusts (Form 1041), and business returns (Forms 1065, 1120S).
• Lead tax planning engagements for individuals and small business owners, including asset protection and retirement optimization.
• Manage multiple client relationships, monitor deadlines and budgets, and identify opportunities to expand services.

Qualifications:

• CPA preferred; CFP certification or willingness to obtain.
• Minimum 5 years of experience in individual tax, trusts, and small business returns.
• Strong communication skills and ability to build trust with clients.

Benefits:

• Medical, Dental, and Vision Insurance on the first day of employment.
• 401k with Profit Sharing and discretionary time off structure.
• Parental Leave coverage for both primary and secondary caregivers.