Tax Manager

Mission Wealth; Santa Barbara (CA); On-site; USD 135,000 - 165,000; Full time

Benefits offered by this job

Medical/Dental/Vision benefits

401(k) / Profit Sharing

Volunteer Time Off (VTO)

Sabbaticals

Educational reimbursements

Wellness benefits

Path to equity partner in the firm

Job summary

Mission Wealth is seeking a Tax Manager to join our growing tax team in Santa Barbara, with offices in Scottsdale or Houston. You will review and prepare income, trust, and gift tax returns, and implement tax strategies for high-net-worth clients that align with their goals.

The role requires 8+ years of tax accounting, CPA, and a client-centric mindset. This is a full-time, salaried exempt position with a competitive salary and strong growth opportunities within a nationally expanding firm.

Qualifications

• 8+ years of proven tax accounting experience; tax returns experience required.
• CPA license required and client-focused tax consulting for high-net-worth clients.
• Strong research and up-to-date knowledge of tax regulations and trusts.

Responsibilities

• Review and prepare income, trust, and gift tax returns with team support.
• Develop and implement tax strategies aligned with client goals.
• Engage with Wealth Managers and clients on tax/wealth planning.
• Manage client relationships, timelines, and responses to client questions.
• Mentor tax associates and participate in continuing education.

Skills

Tax accounting

CPA required

Client-centric consulting

Research capabilities

Tax software proficiency

Interpersonal skills

Time management

Mentoring staff

Trust taxation

Attention to detail

Education

CPA certificate

Tools

Tax software

Job description

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Tax Manager to join our award-winning team! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go! Our ideal candidate is a Tax professional with hustle and a couple of years of experience working in a Tax Manager role. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to Tax Strategy. If you can articulate your proven success as a Tax Manager, we want to hear from you ASAP!

As Tax Manager, you will work directly with the tax team to review and prepare income, trust, and gift tax returns. You will also work directly with clients and advisory teams to implement tax strategies for clients that align with each client’s goals and values. The successful tax manager will be a tax enthusiast, a thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth.

Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.

Day-to-Day as Tax Manager

• Work with a high-performing & growth-oriented team
• Speak your mind, have your voice heard, innovate, and streamline existing processes
• Grow yourself personally and professionally with the support of your team
• Work closely with Wealth Managers and the client base regarding tax/wealth strategies
• Responsible for client relationships and retention; inspiring client confidence through demonstrated expertise; and helping ensure we are meeting deadlines and addressing client questions and needs on an ongoing basis
• Work with peers and leaders to create and present strategic tax planning solutions to high-net-worth clients
• Assist clients with tax-related questions, proformas, estimates, and projections
• Manage consulting and tax projects
• Review tax returns
• Commitment to continuing education, team development, training, and mentoring new tax associates
• Review federal and multi-state individual, gift, and trust income tax returns.
• Mentor and train tax associates.

What You Bring as Tax Manager

• 8+ years of proven tax accounting experience; previous experience preparing tax returns required
• 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

Job Type

Full-time, salaried exempt

Location

This position is based out of one of our offices in Santa Barbara, Scottsdale, or Houston

Salary

$150,000 base; plus $50,000 annual bonus paid in quarterly increments

This position is not eligible for employer-sponsored work authorization. Applicants must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship now or in the future to maintain employment authorization.

Please submit your cover letter and resume outlining your detailed experience of proven success within the industry. Be sure to share one of your favorite volunteer projects too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.