Tax Manager

Company: Confidential - Wealth Management Firm
Location: Grand Rapids
Posted on: September 1, 2024

Job Description:

*Our Company*We are an independent wealth management firm devoted to providing our clients with a unique experience, while improving their current financial world, and partnering with them in order to maximize their financial and personal objectives.We value our clients and focus on providing exemplary financial advice and client service, as well as providing a rewarding and positive work environment for our team members. Great pride is taken in the enduring relationships we have built with our clients and our team.*Position Summary*We are seeking a responsible, highly efficient, and motivated Tax Manager to provide high net worth families, individuals, and their related entities with tax compliance and consulting. The position will manage our growing tax department focused on tax preparation, compliance and planning for the firms wealth management clients. In this role, you will have the ability to lead the direction of the tax department.*Roles and Responsibilities** Prepare and review individual, trust, private foundation, and gift tax returns including preparation of a limited number of business returns* Prepare tax projections and estimate tax calculations for individuals* Develop and implement tax planning strategies for new and existing clients* Collaborate with financial advisors to provide integrated planning for clients* Lead client meetings, presenting deliverables to clients and providing a support tax advisory role for financial advisors* Oversee client tax compliance, planning and consulting projects by researching federal and state regulations*Requirements** Bachelors degree in Business, Finance, or Accounting* EA or CPA designation required* 3+ years of related industry experience in similar role within a wealth management or CPA firm*Benefits** Competitive salary with performance-based bonus* Medical reimbursement* Retirement plan with employer matching contributions* Professional development assistance* Paid time off* Paid professional designations and dues* Flexible Summer hours*Job Type** Full-time*Experience Level** 3+ years*Schedule** Monday to Friday*Work Setting** OfficeJob Type: Full-timePay: $80,000.00 - $120,000.00 per yearBenefits:* 401(k) matching* Paid time off* Professional development assistance* Retirement planCompensation package:* Bonus opportunities* Yearly bonusExperience level:* 3 yearsSchedule:* Monday to FridayWork setting:* In-person* OfficeAbility to Relocate:* Grand Rapids, MI: Relocate before starting work (Required)Work Location: In personby Jobble

Keywords: Confidential - Wealth Management Firm, Grand Rapids , Tax Manager, Executive , Grand Rapids, Michigan