Tax Manager - Onsite in Libertyville, IL
Apply NowCompany: Annex Wealth Management
Location: Libertyville, IL 60048
Description:
Job Type
Full-time
Description
Annex Wealth Management - Know the Difference
Annex Wealth Management is a 5-Time Best Places to Work, Milwaukee Journal Sentinel recipient. Join our team to find out why!
Annex Wealth Management is an elite, privately-held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more.
Communication and Education are key to Annex Wealth Management's growth. Check us out on "Money Talk" on WTMJ; "The Investment Show" on WISN; and "The Annex Wealth Management Show" on WHBY and WFSX.
Tax Manager - Remote
In this role you will be involved in all tax related aspects and activities in the organization. You will help us stay tax-compliant and up-to-date on new tax laws.
Your Role
Perform tax research
Prepare and review tax returns
Identify opportunities to help minimize the effective tax rate for clients
Help train, guide and advise staff on tax return preparation and other matters
Review and respond to various client tax notices
Requirements
What We Are Looking For
CPA (or EA and pursuing a CPA)
5+ years of public accounting experience
3+ years' experience reviewing individual income tax returns in Wisconsin and Illinois
Full-time
Description
Annex Wealth Management - Know the Difference
Annex Wealth Management is a 5-Time Best Places to Work, Milwaukee Journal Sentinel recipient. Join our team to find out why!
Annex Wealth Management is an elite, privately-held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more.
Communication and Education are key to Annex Wealth Management's growth. Check us out on "Money Talk" on WTMJ; "The Investment Show" on WISN; and "The Annex Wealth Management Show" on WHBY and WFSX.
Tax Manager - Remote
In this role you will be involved in all tax related aspects and activities in the organization. You will help us stay tax-compliant and up-to-date on new tax laws.
Your Role
Perform tax research
Prepare and review tax returns
Identify opportunities to help minimize the effective tax rate for clients
Help train, guide and advise staff on tax return preparation and other matters
Review and respond to various client tax notices
Requirements
What We Are Looking For
CPA (or EA and pursuing a CPA)
5+ years of public accounting experience
3+ years' experience reviewing individual income tax returns in Wisconsin and Illinois