Senior Tax Manager - Tax Review, Tax Planning, Tax

Sr. Tax Manager (CPA or JD) for a Wealth Management Firm

All-in Compensation: $170,000 - $200,000 (discretionary bonus included)

On-site Position: Monday through Friday (Fort Worth, TX)

We are a Wealth Management Firm assisting high-net-worth individuals and their businesses. You can continue to do what you love, everything Tax related, without working CPA hours, we don't have two busy seasons, and can build your resume with Corporate experience!

We are seeking a highly motivated Sr. Tax Manager who is responsible for providing tax compliance, planning, and consulting services to a high-net-worth individuals (HNWI) and their businesses. The successful candidate should be a CPA or JD with excellent tax compliance and planning experience and the ability to work independently.

Position Overview:

• Provide tax compliance, planning, and consulting services to clients
• Analyze client financial statements to determine the most advantageous tax strategies
• Identify potential tax savings opportunities
• Prepare tax returns and related documents accurately and timely
• Ensure compliance with all applicable tax laws and regulations
• Provide advice and assistance to clients related to tax planning and accounting matters
• Manage client relationships
• Review and sign off on tax returns and other documents as necessary

Qualifications:

• Current CPA license or JD
• Minimum of 5 years of tax planning, compliance, and consulting experience with HNWI
• 150 + Tax Returns as a final sign-off and review
• Currently involved with compliance
• Final sign-off experience
• On-site Monday through Friday for client meetings

Benefits

• Salary: $170,000 - $200,000
• Employer Paid Benefits: Medical/Dental/Vision
• PTO
• 401K plus employer match