Tax Manager

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

Experience

Senior Level

Salary

$110,000 - $200,000 per year

Job Details

Our firm is seeking an experienced, dynamic, and highly motivated Wealth Management Tax Manager to join our team. This individual will play a critical role in managing the tax planning, preparation, and review process for our high net worth clients. The successful candidate will have a strong background in wealth management, tax planning, and compliance for individuals, corporations, and partnerships. This role offers an exciting opportunity for growth and development within the company, with a focus on providing high-quality service to our clients.

Responsibilities

• Manage the tax planning and preparation process for high net worth individuals, corporations, and partnerships.
• Provide expert advice and guidance on complex tax issues, such as 1031 exchanges, real estate tax, and S Corp tax matters.
• Develop and implement tax planning strategies to minimize tax liabilities and optimize financial outcomes for clients.
• Review and analyze financial statements, tax returns, and other financial documents to ensure accuracy and compliance with federal and state tax laws.
• Maintain up-to-date knowledge of current tax laws and regulations and apply this knowledge to client situations.
• Collaborate with other team members to provide comprehensive financial planning services to clients.
• Build and maintain strong relationships with clients, providing excellent customer service and responding to client inquiries in a timely manner.
• Mentor and provide guidance to junior staff members, fostering a positive and collaborative work environment.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field. A Master's degree in Taxation or a related field is preferred.
• Minimum of 5 years of experience in wealth management tax planning and preparation, with a focus on high net worth individuals, corporations, and partnerships.
• Certified Public Accountant (CPA) or Enrolled Agent (EA) designation is required.
• Experience with 1031 exchanges, real estate tax, and S Corp tax matters is required.
• Strong analytical and problem-solving skills, with the ability to handle complex tax issues.
• Excellent communication and interpersonal skills, with the ability to effectively communicate complex tax information to clients.
• Strong organizational skills, with the ability to manage multiple tasks and projects simultaneously.
• Proficiency in tax preparation software and other financial software programs.
• Commitment to providing high-quality service to clients and maintaining the highest standards of professional ethics.

A bit about us

We believe wealth is more than a number - it's a tool for living fully, giving generously, and pursuing what matters most to you. Founded over two decades ago, we've grown from a regional advisory firm into a national wealth management practice with billions in assets under management and offices across the country. But through every stage of our growth, one thing has never changed: our commitment to helping our clients, colleagues, and communities live a richer life.

Why join us

• Do Work That Matters
• Grow Without a Ceiling
• Be Part of a Genuine Culture
• Build Something You Own
• A Team That Has Your Back
• Inclusion Is Core to Who We Are