Tax Manager; UHNW

Position: Tax Manager (UHNW)
Hybrid Schedule, Bonus + Profit Sharing - 4 weeks PTO!

This Jobot Job is hosted by:
Dan Asher
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $130,000 - $220,000 per year

A bit about us:

Top-ranked Wealth Management Firm in Phoenix looking to hire an experienced Tax Manager (or senior tax manager). with a background in UHNW clientele. Been in business for 12+ years and have maintained continuous growth in the number of client families we serve. Our goal is to help families by connecting wealth and purpose.

Why join us?

• Just earned "Best Places To Work” For the 11th Consecutive Year!
• Consistently named to Financial Advisor Magazine’s RIA Survey and Rankings List
• Above market salaries and excellent Work/Life balance and 4 weeks PTO
• 401(k) plan with 100% vested company match
• Generous bonuses, profit sharing, and opportunities for growth
• Comprehensive benefits package including Medical, Dental, and Vision plans (90% paid by company for employee AND dependents!)
• Collaborative, fun, flexible work environment
• Hybrid Schedule - 2 days a week work from home

Job Details

Position can be considered fully remote if residing in MST time zone and open to some travel. Must meet all requirements for remote consideration.

• Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax compliance
• Manage and oversee the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation. This includes the planning and execution of client tax engagements
• Collaborate with specialists regarding state and local taxation and international taxation
• Provide leadership, training and career mentorship to staff and supervisor level team members

Drive and collaborate with senior leadership on growth opportunities with existing clients and prospects

• Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service

Requirements

• Bachelor's degree in accounting or business-related field
• CPA license in one's principal place of business/home state, licensed J.D. or enrolled agent
• Minimum of 7 years of experience working in public accounting with an emphasis on review heavy tax accounting for UHNW and HNW clients. Most recent years should include experience in managing client engagements
• Proficient in individual, fiduciary, and investment partnership taxation, with an understanding of complex investments and the related tax implications and/or estate, gift and generation skipping transfer taxation
• Familiar with multi-state taxation
• Strong communication skills (written and verbal) with the ability to work in a team and handle multiple tasks simultaneously

Nice-to-haves

• CFP (Highly preferred)
• Master's in Accounting or similar

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

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