HNW Tax Manager

National wealth management firm seeking HNW Tax Advisor.

This Jobot Job is hosted by: Albert Simons
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $140,000 - $200,000 per year

A bit about us:

A national wealth management firm that provides comprehensive financial planning and advisory services. We focus on helping clients align their financial strategies with their personal values and life goals, often using a holistic approach that goes beyond just managing investments. Our services typically include investment management, tax planning, estate planning, retirement planning, and philanthropy advising. We emphasize a client-first philosophy and often works with individuals, families, and business owners to create customized financial plans.

We've received multiple Best Places to Work awards, but what truly distinguishes us is our commitment to supporting your growth and development. Our culture is built on being outstanding collaborators who are curious and compassionate. We attribute our rapid growth to this culture and will continue to focus on servant leadership to always do what's best for our clients and colleagues.

Why join us?

• Summer flex days
• Excellent PTO
• Full healthcare benefits
• Stipends for personal health and well-being
• Many other perks that we've embraced as a modern organization to attract the very best talent in the industry

Job Details

HNW Tax Manager/ Advisor

• 7+ years of experience from a public accounting firm
• Expertise in tax planning and consulting for HNW individuals
• Expertise in forms 1040, 1041, 706, 709, 990, and business entities for HNW Individuals
• Masters in Taxation preferred
• CPA or EA Preferred

Interested in hearing more? Easy Apply now by clicking the "Apply" button.