Mid to Large financial planning and wealth management firm is seeking a Tax Manager due to continued growth. This position will work closely with clients on tax planning and wealth management; nearly 90% of the returns are individual; a majority of the returns are fairly straight forward, however some are rather complex and include trust & estates, and small businesses. This will report to the VP of Tax. This firm allows a flexible schedule and work from home as needed.
Qualified candidates will have a BA in Accounting and 5-7+ years of experience in individual Tax, be an EA or CPA, and have exposure or interest in working in the wealth management field. For confidential consideration or more information contact Jordon Heffler.
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