Tax Senior Manager

This is a remote position.

About the Firm

We are representing a well-established award-winning RIA firm with a strong reputation built over 20 years through a deep focus on the client experience and a referral-driven growth model that speaks for itself. Their client base skews toward mid-affluent individuals and entrepreneurial business owners with investable assets between $1M and $20M. The firm offers investment management and financial planning today and is now building out an in-house tax capability to deliver a truly integrated wealth management experience.

About the Role

The firm is launching a tax practice and looking for a Senior Tax Manager to come in as the founding tax professional. You will work closely with the firms advisers to serve an existing book of clients individuals retirees and entrepreneur-business owners while helping grow an integrated service offering. The work is generalist in nature which means real variety day to day.

Key Responsibilities

• Prepare and review individual business and trust returns for a mix of high-net-worth and mid-affluent clients
  

• Work hand-in-hand with financial advisers on tax planning Roth conversions tax-loss harvesting and ongoing strategy
  

• Advise clients with concentrated positions liquidity events business ownership and real estate on tax-efficient approaches
  

• Serve as the primary tax resource for the firms adviser team and client base
  

• Help define and build the firms tax practice from the ground up processes workflows and client experience
  

• Manage client relationships directly with a focus on proactive communication and responsive service
  

• CPA required
  

• 6 years in public accounting ideally at a boutique or mid-sized firm serving high-net-worth individuals and business owners
  

• Generalist background with exposure to individuals trusts and small businesses
  

• Strong communication skills and comfort working directly with clients and advisers
  

• Demonstrated ability to thrive in a remote environment
  

• Self-starter mentality this role requires someone who can operate independently and build not just execute
  

• Base salary: $140000 to $210000 depending on experience
  

• Bonus structure to be discussed based on candidate profile and experience
  

• Opportunity to grow with a fast-scaling firm
  

• Potential for profit sharing and equity participation as the tax practice matures