Remote Tax Manager - Wealth Management

EP Wealth Advisors, LLC; Washington (UT); On-site; USD 135,000 - 150,000; Full time

Benefits offered by this job

11 Paid Holidays + 2 floating holidays

3 Weeks PTO

Paid Volunteer Time

Flexible Work Schedule

401k Retirement Account with company match

Free Mental Health services

Job summary

EP Wealth Advisors, LLC is looking for a Tax Manager to oversee tax services and provide strategic tax planning for high net worth clients. Located in the United States, the role involves managing client-facing activities, reviewing complex tax returns, and supporting business development initiatives. A CPA license and over 5 years of tax preparation experience are essential. The position offers remote work flexibility and a competitive salary range of $135,000 - $150,000 annually.

Qualifications

• 5+ years of experience in tax preparation, knowledge of partnership, corporation, and individual taxation.
• Certified Public Accountant or Enrolled Agent license is required.
• Excellent written and oral communication skills.

Responsibilities

• Manage client-facing tax services including federal and state tax preparation.
• Review, approve, and sign off on complex tax returns.
• Participate in internal strategy discussions for clients.

Skills

Tax preparation

Public speaking

Client relations

CRM software

Detail-oriented

Education

4 Year Degree

Certified Public Accountant or Enrolled Agent

Tools

Microsoft Office

Job description

EP Wealth Advisors, LLC is looking for a Tax Manager to oversee tax services and provide strategic tax planning for high net worth clients. Located in the United States, the role involves managing client-facing activities, reviewing complex tax returns, and supporting business development initiatives. A CPA license and over 5 years of tax preparation experience are essential. The position offers remote work flexibility and a competitive salary range of $135,000 - $150,000 annually.