Tax Manager

Mission Wealth Management LP
Scottsdale, Arizona, United States
Full Time
On Site
Manager
0+
Professional Certificate
Finance & Accounting Financial Services Insurance

Posted 2 weeks ago

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Excellent 4.7

Job summary

The Tax Manager role involves reviewing and preparing various tax returns, working closely with high-net-worth clients to implement tax strategies, and mentoring tax associates within a leading wealth management firm. The ideal candidate has extensive tax experience, CPA certification, and strong communication skills, focusing on client service and technical tax expertise.

Responsibilities

The Tax Manager will review and prepare complex tax returns while collaborating with wealth managers to implement strategic tax planning for high-net-worth clients. Additionally, the role involves mentoring tax associates, managing client relationships, and ensuring compliance with tax regulations.

Qualifications

client consulting communication skills relationship management research capabilities software proficiency tax planning tax preparation tax review training and mentoring trust taxation

Candidates must possess at least 8 years of tax accounting experience and hold a CPA certification. Proficiency in trust taxation, tax compliance software, and strong technical research capabilities are required.

English

Benefits

  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k)
  • Profit Sharing
  • Volunteer Time Off
  • Family Medical Leave
  • Sabbaticals
  • Wellness Benefits
  • Educational Reimbursements

Company

Mission Wealth Management LP

Mission Wealth Management LP

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Financial Services
Location
Scottsdale, Arizona, United States

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Excellent 4.7
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