A bit about us :
Founded in the 1970's. Offering Investment Advisory, Wealth Management, endowments, fiduciaries, endowments, and wealth planning services to executives' business owners, and family. Grown to 630 Billion AUM.
Why join us?
Typical 40-hour work weeks
Work-life balance during busy season (50 -55 hour weeks)
Growth and advancement
Employee stock ownership opportunities
Brick Bonus success sharing program
Comprehensive health coverage + Virgin Pulse wellness platform
401(k) program with a 5% employer match + financial planning for colleagues
Job Details
Provide high net worth families, individuals, and their related entities with tax compliance and consulting, and wealth management services.
The position is responsible for adding to the team's efforts in all client relations including planning, directing, and executing all tax projects effectively.
This position will also develop tax planning techniques for prospective clients and make general recommendations for appropriate additional services.
Primary responsibilities may include the following, among others :
Responsibilities
Meets and corresponds with clients / potential clients and regularly with attorneys, CPAs, and other vendors collaboratively to service the client
Prepare and review individual, trust, not-for-profit and gift tax returns including preparation of some partnership returns
Provide innovative tax planning and review complex tax returns
Oversee client tax compliance, planning and consulting projects by researching federal and state regulations
Coordinates tax services for clients
Analyzes and resolves client issues using sound judgment based on experience
Provides leadership and coaching to tax associates, interns, and other employees
Builds internal work relationships to enhance efficiency of the team
High Net Worth Tax Manager -Hybrid
Provide high net worth families, individuals, and their related entities with tax compliance and consulting, and wealth management services. Provide innovative tax planning and review complex tax returns. Hybrid work, work/life balance, Growth, ESOP, and growth!!. The position is responsible for add...
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Provide high net worth families, individuals, and their related entities with tax compliance and consulting, and wealth management services. Provide innovative tax planning and review complex tax returns. The position is responsible for adding to the team's efforts in all client relations including ...
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