Tax Manager - Hybrid, Wealth Management - $140k +Flex ...

Addison, TexasActively seeking a High Net Worth Individual Tax Manager (including Gift, Trust and Estate) with a CPA and experience with Lacerte or similar tax software.Must have - Active CPAMust have - experience with 1040sStrongly prefer - experience with LacerteWe are an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. We deliver long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. We are a high growth, private equity backed, multi branch Registered Investment Advisor. Founded over 30 years ago in Sacramento, California, and still run by its original founders, we are primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. We are widely recognized as a great place to work and was once again given the prestigious Circle of Excellence award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. We're currently seeking a Tax Manager for our Addison, TX office. The Tax Manager is responsible for tax services provided to clients such as federal, state and local income tax preparation, tax projections and analysis, and notice resolution. This position will involve client-facing activities, providing comprehensive tax services to existing clients, and assisting our advisors and financial planning team with strategic tax planning. This is a full-time, Exempt role based out of Addison, TX. This position is a hybrid role, 3 days a week in office. The base salary range for this role is $140,000 per year. In addition, we also provide generous benefits to all our full-time employees. You will apply technical knowledge to prepare and review income, estate/trust and gift tax returns and provide staff with feedback Review situations and transactions to determine federal, state and local filing requirements Analyze and respond to IRS, state, and local tax agency notices Participate in internal strategy discussions with clients and collaborate with their financial advisors Identify and resolve client tax related questions and issues Exhibit strong communication skills (verbal; written; presentation) with clients, advisors, tax authorities, firm staff, and management Performs other duties as assigned BS/BA Degree, accounting preferred Valid CPA license 6+ years individual, trust and gift tax return preparation and review experience Proficiency in income tax planning and compliance Multi-state tax preparation/filing experience preferred Form 1041 Trust & Estate and Form 709 Gift return experience Strong Excel and other software skills Intuit Lacerte tax software experience preferred Excellent oral and written communication skills and attention to detail Strong interpersonal and client service skills Ability to handle multiple priorities, clients and tight deadlinesBenefitsWe value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including: Medical: Blue Shield (HMO, PPOs and HDHP with HSA) plans and Kaiser (HMO and HDHP with HSA) plans for California associates Dental insurance with MetLife Vision insurance with VSP Optional supplemental benefits Healthcare savings accounts with company contribution Flexible spending accounts Flexible working arrangements Generous 401K contributions This is an Exempt position. Exempt associates qualify for our "flexible" paid time off policy to take as needed. Option to participate in our Equity Purchase Program Future growth opportunities within the company In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Created: 2025-09-22