Accounting Assistant
November 5, 2025Senior Accountant
November 11, 2025#10413 Job Description
Tax Manager
We are looking for a talented tax professional to work in tandem with our wealth management and investment departments. In this role, the tax manager will help design and implement business tax strategies as well as evaluate best practices and processes to ensure compliance with filing deadlines and tax regulations. The role will consist of business development opportunities in partnership with various team members by cross selling our services for wealth management, insurance, and retirement plans. The ideal candidate is an analytical, detail-oriented professional who enjoys solving complex tax-related issues with 5+ years of business tax experience. You must be willing to work in a team environment and communicate complex subjects matters to clients easily and successfully.
OBJECTIVES OF THIS ROLE
- Assist in developing business and investment strategies for an optimized after-tax return for a client
- Ensure that business and personal tax-return preparation meets all regulatory requirements
- Review operations and procedures to ensure compliance with state and federal statutes and regulations
- Seek new efficiencies for the tax department and improve client experience
RESPONSIBILITIES
- Oversee and work with the tax team to ensure compliance and best practices are being utilized
- Review all business tax returns and some individual tax returns
- Maintain and develop relationships with existing and new clients by providing exceptional client service and advice
- Seek opportunities for legal tax saving strategies for businesses including retirement plan contributions, QBI planning
- Determine best tax structure for businesses and implement
- Remain up to date with changes in the tax code and accounting laws
- Conduct research on tax compliance issues at the state and national levels
REQUIRED SKILLS AND QUALIFICATIONS
- Bachelor’s degree in accounting, finance, or related field
- CPA required or in process
- Extensive knowledge of accounting methods and tax laws
- Excellent analytical and problem-solving skills with sharp attention to detail
- Strong written and oral communication skills
- Proficiency with relevant tax and accounting software
PREFERRED SKILLS AND QUALIFICATIONS
- Master’s degree in accounting, finance, or related field
- 3-5 years of experience working on complex business returns and strategies