Tax Manager, Wealth Management

🕒 Julho 20

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $121.000 - $148.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💰 Tributário

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Aprio

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

💼 Consultoria

🏥 Saúde

🏗️ Construção

💰 Debt Financing em 2018-10

Consulting • Healthcare • Construction

Aprio é uma empresa abrangente de consultoria de negócios, impostos e contabilidade, que oferece uma gama de serviços em várias indústrias, incluindo construção, odontologia, serviços financeiros, saúde, manufatura e tecnologia. Eles oferecem serviços como avaliação de negócios, assessoria CFO, planejamento sucessório, consultoria digital, gestão de riscos e conformidade. A Aprio atua em áreas como consultoria em blockchain, ERP e aplicações empresariais, consultoria tributária, contabilidade terceirizada e gestão de patrimônio. Com forte presença em mais de 50 países, a Aprio é comprometida com a diversidade e responsabilidade social corporativa, continuamente inovando para atender às necessidades de sua diversa clientela.

Descrição

• Review complex individual tax returns (Form 1040), simple trusts (Form 1041), and simple business returns (Forms 1065, 1120S). • Ensure accuracy, completeness, and compliance with federal and state tax laws. • Supervise and mentor staff preparing returns, providing technical guidance and quality control. • Lead tax planning engagements for individuals and small business owners. • Advise clients on financial planning strategies, including asset protection, succession planning, and retirement optimization. • Collaborate with internal teams and external advisors to deliver holistic solutions. • Manage multiple client relationships and engagements simultaneously. • Monitor deadlines, budgets, and deliverables to ensure timely and efficient service. • Participate in business development efforts and identify opportunities to expand services with existing clients. • Serve as a role model and coach for junior staff. • Contribute to internal training and development initiatives. • Support the evolution of the 1040 Transformation Project and related strategic initiatives.

🎯 Requisitos

• CPA preferred; EA considered. • CFP certification or willingness to obtain CFP preferred • Bachelor’s degree in Accounting, Finance, or related field. • Minimum 5 years of experience in individual tax, trusts, and small business returns. • Proven track record in client consulting and tax planning. • Strong communication skills and ability to build trust with clients. • Proficiency in tax software and technology platforms.

🏖️ Benefícios

• Medical, Dental, and Vision Insurance on the first day of employment • Flexible Spending Account and Dependent Care Account • 401k with Profit Sharing • 9+ holidays and discretionary time off structure • Parental Leave – coverage for both primary and secondary caregivers • Tuition Assistance Program and CPA support program with cash incentive upon completion • Discretionary incentive compensation based on firm, group and individual performance • Incentive compensation related to origination of new client sales • Top rated wellness program • Flexible working environment including remote and hybrid options