Tax Manager

Windward Private Wealth Management; United States; Hybrid; USD 60.000 - 80.000; Vollzeit

Benefits dieser Stelle

Medical insurance

401(k) with employer contributions

Flexible Paid Time Off

Paid parental leave

Sabbatical program

Zusammenfassung

Windward Private Wealth Management seeks an experienced Tax Manager to lead the preparation and review of individual and fiduciary tax returns for our wealth management clients.

The role includes tax research, projections, and opportunities to develop tax planning strategies in coordination with the wealth management team, with direct client interaction and guidance on tax matters.

Qualifikationen

• Bachelor's degree in accounting, finance or related field required.
• 5+ years of experience in tax preparation with accuracy and compliance.
• Experience in individual and fiduciary taxation.
• Strong understanding of federal, state and local tax codes and regulations.
• Proficiency in using tax preparation software and related tools.

Aufgaben

• Manage preparation and review of individual and fiduciary income tax returns for accuracy and compliance.
• Identify potential tax credits and deductions to minimize liabilities.
• Stay current on changes in tax laws and regulations.
• Communicate with clients to answer questions and explain tax concepts.
• Provide tax planning advice and develop strategies for future tax years.
• Prepare income tax projections.
• Maintain client confidentiality and secure sensitive information.
• Assist clients with tax notices, audits and correspondence with authorities.

Kenntnisse

Tax preparation

Tax research

Client communication

Attention to detail

Analytical skills

Financial planning understanding

Ausbildung

Bachelor's degree in accounting/finance

CPA license preferred

Tools

Tax software

Jobbeschreibung

This position offers the unique opportunity of part-time hours outside of tax season. The role will be full‑time during the filing season, with the rest of the year on a reduced schedule.

Salary Range: $60K/yr - $80K/yr

Windward Private Wealth Management is a fee‑only registered investment adviser with a tax‑focused approach to investment management. Founded in 1999, we serve families across the Kansas City area and beyond. We take a team‑based approach to providing investment management, financial planning, tax planning, and tax preparation for our clients. Our philosophy is based on three pillars: develop a plan, save taxes, and preserve capital. Tax considerations are included in every planning conversation, and every client knows the people preparing their return.

We are hiring a Tax Manager to lead the preparation and review of individual and fiduciary income tax returns for our wealth management clients. The Tax Manager will also support our wealth management team with tax research and income tax projection preparation, as well as contribute to client meetings regarding tax compliance and tax planning opportunities. The Tax Manager role will involve opportunities to develop tax planning strategies in coordination with the wealth management team, and work directly with clients to provide guidance, answer tax questions, and resolve tax matters.

While not required to be a CPA, a Tax Manager must have a strong understanding of the tax code, excellent attention to detail, and proficiency in using tax preparation software.

Key Responsibilities

• Manage the preparation and review of individual and fiduciary income tax returns for accuracy and compliance with tax laws.
• Identify potential tax credits and deductions to minimize clients' tax liabilities.
• Stay current on changes in tax laws and regulations to ensure accurate and current tax preparation.
• Communicate with clients to answer questions, resolve issues, and explain complex tax concepts.
• Provide tax planning advice and develop strategies for future tax years.
• Prepare income tax projections.
• Maintain client confidentiality and secure sensitive financial information.
• Assist clients with tax notices, audits, and correspondence with taxing authorities.

Required Qualifications

• Bachelor's degree in accounting, finance, or a related field; CPA license not required but preferred.
• 5+ years of experience in tax preparation, with a strong track record of accuracy and compliance.
• Experience in individual and fiduciary taxation.
• Strong understanding of federal, state, and local tax codes and regulations.
• Proficiency in using tax preparation software and related tools.
• Ability to perform job responsibilities effectively within a hybrid work environment.
• Excellent attention to detail to ensure accuracy in tax returns and financial documentation.
• Good organizational skills to manage multiple clients and deadlines, especially during tax season.
• Effective communication skills to explain complex tax concepts and answer clients' questions.
• Analytical skills to identify potential tax deductions, credits, and planning strategies for tax optimization.
• Ability to stay updated on changes in tax laws and regulations to provide accurate and current tax preparation services.
• Medical insurance
• 401(k) with employer contributions
• Flexible Paid Time Off
• Paid parental leave
• Sabbatical program

Learn more about the firm at windwardfp.com.