Tax Manager – Wealth Management

🔥 10 minutes ago

🌵 Arizona, California, +3 more states – Remote

🌵 Arizona – Remote 🏄 California – Remote 🌲 Oregon – Remote ⛷️ Utah – Remote ☕ Washington – Remote

💵 $135k - $150k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Tax

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EP Wealth Advisors

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

👥 B2C

Finance • B2C

EP Wealth Advisors is an independent, fee-only fiduciary wealth management firm that provides planning-based financial advice and investment management to individuals, families, professional athletes and family offices. The firm delivers comprehensive services — including retirement planning, estate planning, tax planning, investment and portfolio management, divorce financial planning, business planning, and family office services — through a nationwide team of CFPs, tax and estate professionals and portfolio managers, managing over $40. 5B in assets across 50+ offices. EP emphasizes personalized, objective advice and ongoing plan monitoring to help clients achieve long-term financial goals.

📋 Description

• Experience preparing and reviewing Form 1041 fiduciary income tax returns, with a strong understanding of trust and estate taxation requirements • Ability to interpret trust documents and assess related tax implications • Review, approve, and sign off on complex individual tax returns ensuring accuracy, compliance, and defensible tax positions • Serve as a key point of contact between EP and our external tax preparation provider, supporting relationship management to ensure clear communication, timely follow-ups and resolution of tax preparation and workflow-related matters • Manage day-to-day outsourced tax preparation workflows, ensuring deliverables meet firm standards for accuracy, completeness and client experience • Participate in internal strategy discussions for clients, collaborate with advisor teams, and planning departments to address tax services objectives • Manage coordination and integration of tax services, analysis, and department projects • Prepare tax projections, net worth, cash flow, investment planning, insurance summaries and investment and other tools for use in wealth planning engagements • Proactively engage in firm wide initiatives developing tax services, building firm relationships, supporting business development and client retention activities • Development of customized and comprehensive personal and business financial plans • Collect data for financial planning via client questionnaire, clarify and verify client answers to questions, and enter data into financial planning system • Utilize financial planning software to generate financial plans and review with Financial Advisor • Generate specific action plans for clients relative to the specific recommendations made in their financial plan • Create, review and enter data into spreadsheets to analyze specific financial planning and/or business planning issues • Work with the financial planning team to continually assess existing software the planners use to determine changes and upgrades needed to maximize opportunities with clients and potential clients • Publicly represent the accounting department • Participate in firm marketing initiatives, including client and prospective client seminars, writing articles and blogs, and other activities • Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance

🎯 Requirements

• Working knowledge of tax preparation, with a preference for 5+ years of experience • Licensed: Certified Public Accountant or Enrolled Agent • Proficient with Windows and Microsoft Office • Demonstrated knowledge with CRM software • Excellent written and oral communication skills • Experience and willingness to participate in public speaking events, prospect meetings • Extremely detail oriented, exceptional follow through, reliable • Ability to maintain positive attitude, self-motivated, ethically sound judgement • Excellent client relations and communication skills • Strong interpersonal skills, ability to work well with all levels of the firm • Ability to work independently and exercise discretion without direct and immediate supervision

🏖️ Benefits

• 11 Paid Holidays + 2 floating holidays • 3 Weeks PTO • Paid Volunteer Time • Paid Parental Leave • Flexible Work Schedule • Highly subsidized Health, Dental, and Vision Plans • 401k Retirement Account with company match contributions • Free Mental Health services • Life Insurance • Long & Short-Term Disability Insurance • Flexible Spending Accounts and Health Savings Accounts • Employee Financial Education • Employee Educational Expense Reimbursement • Employee Charitable Donations • Employee Referral Incentives • Employee Team Building Activities • Employee Assistance Program