Tax Manager - Wealth Management

 

Summary

The tax manager is responsible for developing and managing tax services provided to clients such as federal and state tax preparation, tax projections, and analysis. This position involves client-facing activities providing comprehensive tax services to existing clients, developing new businesses, and assisting our advisors and financial planning team with strategic tax planning. This position will also develop comprehensive financial plans for clients with assets of $1mm+.  

Duties and Responsibilities  

• Review, approve, and sign off on complex individual and trust tax returns ensuring accuracy, compliance, and defensible tax positions.

• Serve as a key point of contact between EP and our external tax preparation provider, supporting relationship management to ensure clear communication, timely follow-ups and resolution of tax preparation and workflow-related matters.

• Manage day-to-day outsourced tax preparation workflows, ensuring deliverables meet firm standards for accuracy, completeness and client experience.

• Participate in internal strategy discussions for clients, collaborate with advisor teams, and planning departments to address tax services objectives.

• Manage coordination and integration of tax services, analysis, and department projects.

• Prepare tax projections, net worth, cash flow, investment planning, insurance summaries and investment and other tools for use in wealth planning engagements.

• Proactively engage in firm wide initiatives developing tax services, building firm relationships, supporting business development and client retention activities.

• Development of customized and comprehensive personal and business financial plans.

• Collect data for financial planning via client questionnaire, clarify and verify client answers to questions, and enter data into financial planning system.

• Utilize financial planning software to generate financial plans and review with Financial Advisor.

• Generate specific action plans for clients relative to the specific recommendations made in their financial plan.

• Create, review and enter data into spreadsheets to analyze specific financial planning and/or business planning issues.

• Work with the financial planning team to continually assess existing software the planners use to determine changes and upgrades needed to maximize opportunities with clients and potential clients.

• Publicly represent the accounting department. Participate in firm marketing initiatives, including client and prospective client seminars, writing articles and blogs, and other activities.

• Perform additional functions, duties and specific tasks of a similar nature as necessary to achieve the firm's business development and client retention objectives.

• Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance

• Other duties as assigned

This role is designated as a remote position for candidates located in Washington, Oregon, California, Arizona, or Utah

• Working knowledge of tax preparation; preferably 5+ years of experience as well as considerable knowledge of partnership, corporation, and individual taxation

• Licensed: Certified Public Accountant or Enrolled Agent

• Proficient with Windows and Microsoft Office

• Demonstrated knowledge with CRM software

• Excellent written and oral communication skills

• Experience and willingness to participate in public speaking events, prospect meetings

• Extremely detail oriented, exceptional follow through, reliable

• Ability to maintain positive attitude, self-motivated, ethically sound judgement

• Excellent client relations and communication skills

• Strong interpersonal skills, ability to work well with all levels of the firm

• Ability to work independently and exercise discretion without direct and immediate supervision

Compensation: Our base pay range is $ 135,000.00 - $150,000.00 (per year)

 

What We Offer

We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

• 11 Paid Holidays + 2 floating holidays

• 3 Weeks PTO

• Paid Volunteer Time

• Paid Parental Leave 

• Flexible Work Schedule

• Highly subsidized Health, Dental, and Vision Plans

• 401k Retirement Account with company match contributions

• Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance

• Flexible Spending Accounts and Health Savings Accounts

• Employee Financial Education

• Employee Educational Expense Reimbursement

• Employee Charitable Donations

• Employee Referral Incentives

• Employee Team Building Activities

• Employee Assistance Program

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

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