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Tax Manager (Wealth)

Company: Job Juncture
Location: Boulder
Posted on: November 22, 2020

Job Description:

Opportunity Description (Tax Manager):


  • Instruct clients and Senior Wealth Advisors on tax-related issues.
  • Deliver exceptional, high-quality work and best in class services to high-net-worth clients while collaborating with wealth management team members.
  • Proactively plan for high-net-worth clients on all relevant topics.
  • Act as a trusted advisor to our clients, to maximize client engagement and fulfillment.
  • Assess and prepare uncomplicated and intricate federal and state income tax returns for individuals, trusts, and businesses.
  • Research the implications of tax laws and recent tax legislation.
  • Keep all staff in the firm apprised of fluctuations and developments in the taxation area
  • Communicate with Senior Wealth Advisors regarding tax returns and strategic tax planning.

    Tax Manager

    Summary

    An expanding wealth management firm is seeking a talented Tax Manager. This opportunity is for an individual with experience leading and supervising multiple tax engagements while delivering exceptional tax services to high-net-worth clientele in a well established and successful RIA.

    Requirements:

    Position Requirements:

    Tax Manager

    • Bachelors degree in Accounting or other related fields
    • CPA license
    • Proficiency preferred in leading tax software
    • Vast experience in Trust tax returns a must. Strongly prefer familiarity in foreign tax issues for expats as well.
    • Minimum six (6) years prior experience in public accounting (tax manager or above) supervising the completion of complex tax matters.
    • Capability to multitask and prepare returns for over 350 clients
    • Well-rounded in supporting high-net-worth individuals and businesses and intricate tax matters that are associated with those clients

Keywords: Job Juncture, Boulder , Tax Manager (Wealth), Accounting, Auditing , Boulder, Colorado

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