Senior Tax Manager - Wealth Advisory

Mission Wealth; Lisle (IL); Sur place; USD 135 000 - 165 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Team-based compensation plan

Equity pathway to partner

Medical/dental/vision benefits

401(k)/Profit Sharing

Volunteer Time Off (VTO)

FMLA

Sabbaticals

Wellness benefits

Educational reimbursements

Résumé du poste

Mission Wealth, a Barron’s Top 100 RIA, is seeking a growth-minded Tax Manager to join an award-winning team. You will review and prepare income, trust, and gift tax returns, and partner with advisory teams to implement tax strategies aligned with client goals and values.

The role requires 8+ years of tax experience, CPA, and a client-centric approach. Location options include multiple offices; base salary is $150,000 with a $50,000 annual bonus.

Qualifications

• 8+ years of proven tax accounting experience.
• CPA required.
• Experience providing client-centric tax consulting to high-net-worth clients.
• Strong research capabilities related to technical matters for complex tax needs and updates to regulations.
• Mastery of various tax compliance software products.
• Highly effective interpersonal, relationship management, and communication skills.
• Excellent organizational and time management skills in a high-energy culture to manage priorities.
• Demonstrated talent development experience, training new staff, and mentoring interns.
• Advanced understanding of trust taxation.
• Strong attention to detail.

Responsabilités

• Review and prepare income, trust, and gift tax returns.
• Implement tax strategies for clients aligned with goals and values.
• Work with Wealth Managers and advisory teams on tax/wealth planning.
• Manage client relationships and retention while addressing client questions.
• Create and present strategic tax planning solutions for high-net-worth clients.
• Assist clients with tax-related questions, proformas, estimates, and projections.
• Manage consulting and tax projects and review tax returns.
• Mentor and train tax associates, and supervise staff.

Connaissances

Tax accounting

Client relations

Research capabilities

Tax software

Interpersonal skills

Time management

Mentoring

Trust taxation

Formation

CPA certification

Outils

Tax software

Description du poste

Mission Wealth, a Barron’s Top 100 RIA, is seeking a growth-minded Tax Manager to join an award-winning team. You will review and prepare income, trust, and gift tax returns, and partner with advisory teams to implement tax strategies aligned with client goals and values.

The role requires 8+ years of tax experience, CPA, and a client-centric approach. Location options include multiple offices; base salary is $150,000 with a $50,000 annual bonus.