Tax Manager

McAdams Group, LLC; Memphis (TN); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive compensation

Professional growth opportunities

Team collaboration environment

Job summary

A leading wealth management firm in Memphis, TN, seeks a seasoned CPA to join their dynamic team. This role involves crafting innovative tax strategies, preparing tax returns, and building lasting client relationships. Candidates should have a CPA designation and at least 5 years of experience in tax compliance and financial advisory contexts. This position offers competitive compensation reflected by expertise, within a collaborative environment dedicated to client success.

Qualifications

• 5+ years of relevant experience in tax planning and compliance.
• Strong grasp of financial markets and investment strategies.
• Experience in wealth management or financial advisory contexts.

Responsibilities

• Work closely with clients to craft tax-efficient strategies.
• Prepare and review tax returns for compliance.
• Build and nurture lasting client relationships.
• Collaborate with financial advisors and investment experts.

Skills

Tax planning and compliance

Exceptional communication skills

Attention to detail

Attention to detail

Education

CPA designation

Tools

Tax software (Lacerte/ProSystem fx)

Job description

At McAdams Group, LLC, we’re not just a leading wealth management firm; we’re a team of dedicated professionals committed to helping 10,000 families achieve financial security and enjoy a fulfilling retirement. Our success is built on a foundation of excellence, integrity, and a client-centric approach.

If you’re a CPA who thrives in a dynamic environment and is passionate about making a meaningful impact on clients’ financial futures, we want you on our team! This is more than just a job; it’s an opportunity to be part of a collaborative, forward-thinking team where your expertise is valued and your contributions make a real difference.

Responsibilities

• Strategic Tax Planning & Compliance: Work closely with clients to craft innovative, tax-efficient strategies. Prepare and review tax returns with a keen eye for compliance, and stay ahead of evolving tax laws to offer the most accurate advice.
• Insightful Financial Analysis: Dive into financial statements to uncover opportunities for optimization and provide clients with actionable recommendations to enhance their wealth management strategies.
• Client Relationship Excellence: Build and nurture lasting relationships by understanding clients’ unique financial goals. Communicate complex concepts in a straightforward, engaging manner.
• Team Collaboration: Partner with financial advisors and investment experts to deliver holistic wealth management solutions. Share your insights and expertise to elevate our team’s collective performance.

Qualifications

• Certification: CPA designation with 5+ years of relevant experience.
• Expertise: Demonstrated proficiency in tax planning and compliance, ideally within a wealth management or financial advisory context.
• Knowledge: Strong grasp of financial markets, investment strategies, and wealth management principles.
• Skills: Exceptional communication skills, meticulous attention to detail, and a commitment to delivering accurate and compliant financial solutions.

Pay range and compensation package

• Competitive Compensation: Attractive pay that reflects your experience and expertise.

Equal Opportunity Statement

Be part of a vibrant team that values collaboration, innovation, and professional growth. Contribute to meaningful client success stories and be a key player in their journey toward financial well-being.

Ready to make a difference with McAdams Group, LLC? Apply now and take the next step in your career with a company that values your skills and passion for financial excellence.