Fully Remote, work -life balance ( Even during busy season), Unlimited PTO ,Bonus, Profit sharing, Employer paid benefits, growth
Our wealth management practice was born of a need shared with us by many individual clients in our accounting practice over the last 25 years. With a deep understanding of financial markets, portfolio construction, and advanced planning strategies, we allow our experience and client needs to drive our work and partnerships.
Above market Benefits-(employer paid) Health/Dental/Vision, 401K
Tax Managers operate as leaders . They lead engagements, develop recommendations, and provide proactive advice based on their knowledge of tax law, particularly within the private wealth and high-net worth realm.
Bachelor’s degree in Accounting, Finance or other relevant discipline
3+ years of tax experience in public accounting
Expertise in private client management; particularly estate, gift & trust tax
UHNW & investment partnership experience