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 firm's 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
Bachelor's 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
Office
Job Type: Full-time
Pay: $80,000.00 - $120,000.00 per year
Benefits:
401(k) matching
Paid time off
Professional development assistance
Retirement plan
Schedule:
Monday to Friday
Education:
Bachelor's (Required)
Experience:
Accounting: 3 years (Required)
Ability to Relocate:
Grand Rapids, MI: Relocate before starting work (Required)
Work Location: In person
