Tax Manager (Wealth Management Firm)

Why Join? Our client has helped families simplify and amplify their financial lives for 30 years by integrating financial planning, investment management, tax, estate, insurance, and more under one team. They serve over 30k families nationwide with a flexible, remote-friendly structure and no formal headquarters. Their team and client-facing staff are 50% women, and they focus on attracting top talent from across the country.They offer a strong work/life balance, supportive environment, and direct client impact without the typical public accounting headaches"”no billable hours, no audits, no assurance work, and no business development requirements.Compensation $120 - 145k + 15% bonusBenefits (focused on health, family, and financial wellness):Company-paid Basic Life & AD&D, Short-Term and Long-Term DisabilitySupplemental Life, AD&D, Accident, Critical Illness, and Hospital Indemnity insuranceMultiple medical plans (including High Deductible with HSA company contributions and Kaiser options in CA)Two comprehensive dental plans and Vision insuranceDependent Care Savings Account14 company-paid holidays (including a full week off at Thanksgiving)Generous PTO for vacation and sick days401(k) with Traditional/Roth options and per-pay-period matchPaid Parental Leave (8 weeks) + Maternity benefitsAdoption Assistance, Employee Assistance Plan, Family Medical LeavePet Insurance and Company-paid Concierge Services for family needsJob Summary We are seeking a Tax Manager to join their dedicated Tax team. You will work closely with wealth advisors to deliver high-quality tax compliance services to high-net-worth clients. This role emphasizes client service in a collaborative, fast-paced environment with excellent work/life balance.Key ResponsibilitiesPrepare, review, and sign individual, trust, and business income tax returns for high-net-worth clientsPrepare quarterly tax estimates and projectionsCommunicate clearly and concisely with clients and advisors on all tax mattersPerform tax research and provide timely responses to tax questions and analysisStay current on tax law changes and communicate impacts to clientsMentor and develop Senior Tax Associates, Tax Associates, and Tax Support staffRequirements5+ years of public accounting experience (or equivalent)Bachelor's degree in Accounting or related fieldCPA and/or EA requiredMaster's degree in Tax preferredStrong knowledge of tax code and general accounting principlesExperience with CCH Axcess, Workflow, Practice, and SafeSend a plusExcellent communication skills with the ability to explain complex concepts clearlyDetail-oriented with strong time-management and multi-tasking abilitiesThis is a client-focused role ideal for someone who enjoys working directly with high-net-worth individuals and families in a supportive, non-traditional accounting environment.

Created: 2026-05-14