Manager of Tax Planning - Hybrid

Company: Annex Wealth Management LLC
Location: Brookfield
Posted on: September 1, 2024

Job Description:

Description:Manager of Tax Planning - Hybrid!We're seeking a seasoned Tax Planning Manager to join our team. This pivotal role offers an opportunity to leverage your expertise in tax strategy, compliance, and client service.As our Manager of Tax Planning, you'll be responsible for participating in individual income tax preparation, developing, and implementing tax planning strategies, and collaborating with the wealth management team to provide comprehensive tax advice to high-net-worth clients.What You'll Do:Tax Preparation: Serve as a senior reviewer for individual income tax returns with higher complexity (primarily 1040s).Tax Planning: Utilize tax and financial planning software to analyze client tax situations and develop tailored strategies, including Roth conversions, charitable giving, and other wealth management-specific techniques.Team Collaboration: Work closely with financial planners, wealth managers, and your fellow tax experts to provide exceptional tax preparation and tax planning advice.Client Education: Assist wealth managers and clients with complex individual tax matters related to both tax compliance and personal tax planning. Conduct occasional client meetings to address tax questions and provide guidance.Year-Round Tax Compliance: Prepare pro-forma tax returns and assist clients with withholding and estimated payments.Continuing Education: Stay current on updates within areas of tax and wealth management.Technology Adoption: Embrace new technologies to improve tax preparation and planning efficiency.Requirements: What We're Looking For:CPA, EA, or tax attorney required.Minimum of 5 years of individual income tax preparation experience.Strong background in wealth management and financial planning, with a focus on high-net-worth individuals.Certified Financial Planner--- (CFP--) or Personal Financial Specialist (PFS) designation strongly preferred or willingness to obtain within two years.Excellent communication and interpersonal skills.Strong analytical and problem-solving abilities.Proficient in tax and financial planning software.Ability to work effectively in a team-oriented environment.Familiarity with CCH Axcess and Holistiplan is a plus.Series 65 license or equivalent is required to be obtained within 180 days. What We Offer:Competitive salary and benefits package.A dynamic and collaborative work environment.Opportunities for professional growth and advancement.Apply today! Annex Wealth Management is an equal opportunity employer. PI334c8c4fcd91-25660-34872305

Keywords: Annex Wealth Management LLC, Wauwatosa , Manager of Tax Planning - Hybrid, Executive , Brookfield, Wisconsin