Tax Manager; Non-Billable - Southeastern

Overview

Tax Manager – Remote Opportunity at Wealth Management Firm! Rare opportunity: join a highly respected wealth management firm that is rapidly expanding! You ll have the opportunity to make a significant impact serving High-Net-Worth and Ultra-High-Net-Worth individuals. In this leadership role, you’ll mentor and guide a team of Associates while continuing to grow your own expertise in complex tax matters. Ready to take the next step in your career?

Apply Now!

• Bachelor’s degree in Accounting or a closely related field. Active CPA or EA required.
• 5–8+ years of progressive tax experience serving high-net-worth (HNW) and/or ultra-high-net-worth (UHNW) individuals and families.
• Experience reviewing and signing off on tax returns, with accountability for accuracy, compliance, and final approval.
• Demonstrated ability to communicate clearly and effectively with clients and advisors, while collaborating cross-functionally with managers and executive leadership.
• Proven people-management skills, with a strong track record of developing, mentoring, and training senior and associate level professionals.

• Prepare, review, and sign complex tax returns for high-net-worth individuals, trusts, and closely held businesses, ensuring accuracy and compliance with applicable regulations.
• Conduct in-depth tax research and develop quarterly tax estimates and projections to support proactive planning and informed decision-making.
• Deliver timely, accurate, and well-analyzed responses to tax-related inquiries, estimates, and projections for both tax and wealth management clients.
• Provide mentorship and guidance to support staff within the local office and region, fostering professional development and high-quality client service.
• Collaborate with tax staff to address tax notices, including overseeing responses and drafting initial correspondence with taxing authorities.

• Great Work-Life Balance:
  Enjoy life outside of work! Join a company that values time away from your desk!
• Collaborative Culture:
  Growth and development are top priorities! You ll be a part of a supportive team working together to grow personally and professionally.

Compensation is determined by several factors which may include skillset, experience level, and geographic location. The expected range for this role is $110,000 to $124,000 per year. Please note this range is an estimate and actual pay may vary based on qualifications and experience.

Please send your resume to Bridgette at bf if you are excited to explore this opportunity with our client.

Note:

We actively support and promote people of various backgrounds, from race, religion and gender to geographical area, university, lifestyle and personality type. Proven Recruiting is minority-owned and is a strong advocate for diversity and inclusion in the broader community. Apply now!