Job Description
Hi All, We have recently partnered with a top Tier Investment Management Firm looking to bring on a
Remote Tax Manager to their team. Tax Manager
Responsibilities: • Develop and implement tax strategies aligned with retirement and wealth management goals. • Prepare and review federal, state, and local tax returns for individuals, trusts, and investment entities. • Advise clients on tax-efficient investment strategies, estate planning, and retirement distributions. • Ensure compliance with IRS regulations and monitor changes in tax laws impacting retirement planning.
• Collaborate with financial advisors and portfolio managers to deliver integrated client solutions. • Supervise and mentor junior tax staff, ensuring accuracy and adherence to best practices. Tax Manager Requirements: • CPA designation Preferred. • Strong knowledge of individual taxation, estate planning, and investment-related tax issues. • Excellent interpersonal skills for client-facing interactions. • Experience with tax software and financial planning tools. • Prior experience in wealth management or investment advisory preferred.
If you're interested in this Tax Manager opportunity, don't hesitate to apply or reach out for more details Apply tot his job
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