Apply

HNW Tax Manager (Wealth Management Firm)

Posted 2 months agoViewed

View full description

💎 Seniority level: Manager, 5-7+ Years

📍 Location: United States

💸 Salary: 110000.0 - 150000.0 USD per year

🔍 Industry: Wealth Management

⏳ Experience: 5-7+ Years

🪄 Skills: Data AnalysisAccountingComplianceFinancial analysis

Requirements:
  • Must have an active CPA, EA, or JD.
  • Require 5-7+ years of experience in public accounting or wealth management.
  • Experience with high net worth individuals and pass-through entities.
  • Must currently be a Tax Manager or equivalent at a CPA or wealth management firm.
Responsibilities:
  • Help lead the tax team at a wealth management firm.
  • Implement tax planning and saving strategies for high net worth clients.
  • Work in a non-traditional firm environment that values work-life balance.
Apply