Tax Manager

We are hiring a dynamic Tax Manager to join our high-performing Wealth Strategy Department. This person will be responsible for helping our clients and advisors with tax projections and discussing the tax impacts of various financial planning strategies. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth. This position would be ideal for someone who enjoys meeting with clients and discussing advanced tax planning and financial concepts but is burnt out on preparing tax returns.

Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their future.

Job Duties:

• Conduct tax research and analysis and prepare tax projections
• Work with advisors and clients to determine their needs and make appropriate financial recommendations
• Be proactive in determining and discussing the tax impact of financial recommendations with clients and advisers
• Assist with tax management reviews and other client and prospect meetings
• Work with outside CPA firm(s) to ensure tax returns are timely prepared and accurate
• Be a subject matter expert on taxes within the firm.
• Prepare tax articles on various subjects.
• Answer tax questions from advisers and clients.

What You Bring: 

• 5+ years of proven tax accounting experience; previous experience preparing tax returns preferred
• CPA required
• A desire to obtain PFS and/or CFP designation
• Familiar with analyzing individual income tax returns, and S-Corporation, partnership, and trust tax returns
• Knowledge or desire to learn advanced financial and tax planning concepts
• Experience researching complicated tax law issues.
• Presentation skills and confidence working with clients and advisors

Job Type: Full-time

Salary: $105,000 base, plus bonus