Senior Wealth Tax Manager for High Net Worth

LeoForce; Dallas (TX); On-site; USD 110,000 - 200,000; Full time

Benefits offered by this job

Do Work That Matters

Grow Without a Ceiling

Genuine Culture

Build Something You Own

Team Support

Inclusive Culture

Job summary

LeoForce is seeking a Wealth Management Tax Manager in Dallas, TX, to lead tax planning, preparation, and review for high net worth clients. The role demands a strong background in wealth management, tax compliance for individuals, corporations, and partnerships, and a commitment to delivering high-quality client service.

The ideal candidate has a CPA or EA designation, 5+ years in wealth management tax, and proficiency with tax planning strategies, real estate tax, and S Corp matters.

Qualifications

• Bachelor's in Accounting/Finance; Master's in Taxation preferred.
• 5+ years wealth management tax planning and preparation experience.
• CPA or EA designation required.
• Experience with 1031 exchanges, real estate tax, and S Corp tax matters.

Responsibilities

• Manage tax planning and preparation for high net worth clients across individuals, corporations, and partnerships.
• Provide guidance on complex tax issues and structuring.
• Develop strategies to minimize tax liabilities and optimize outcomes.
• Review financial statements and tax returns for accuracy and compliance.
• Stay updated on current tax laws and apply to client situations.
• Mentor junior staff and collaborate with the team.

Skills

CPA/EA

5+ years tax experience

Wealth management

Strong analytical skills

Client communication

Education

Bachelor's in Accounting/Finance

Master's in Taxation (preferred)

Tools

Tax software

Financial software

Job description

LeoForce is seeking a Wealth Management Tax Manager in Dallas, TX, to lead tax planning, preparation, and review for high net worth clients. The role demands a strong background in wealth management, tax compliance for individuals, corporations, and partnerships, and a commitment to delivering high-quality client service.

The ideal candidate has a CPA or EA designation, 5+ years in wealth management tax, and proficiency with tax planning strategies, real estate tax, and S Corp matters.