Tax Manager

🔥 4 minutes ago

🌵 Arizona, California, +5 more states – Remote

🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🌺 Hawaii – Remote 🏈 Ohio – Remote 🚗 Michigan – Remote 🤠 Texas – Remote

💵 $115k - $130k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💰 Tax

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Parallel Advisors, LLC

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2006

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Parallel Advisors, LLC is an independent wealth management firm that offers a comprehensive range of financial services including financial planning, investment management, and advisory services. Established in 2006, the firm focuses on goals-based financial planning, asset protection strategies, and tax-efficient portfolios, ensuring personalized service and a fiduciary standard for their clients. With over $8 billion in assets under management and a commitment to excellence and integrity, Parallel Advisors aims to support their clients' financial well-being throughout their lives.

📋 Description

• Preparation of complex tax returns for high-net-worth individuals and their related business and investment entities. • Analysis of client books (e.g. QBO) for extraction of pertinent tax data and to propose year-end adjustments where appropriate. • Serve as the primary point of contact for external client communications regarding tax matters, ensuring a high level of service and responsiveness • Prepare Quarterly & Year-End Tax Projections for clients and compute estimated tax payments. • Perform tax research and recommend solutions to client tax questions as needed. • Act as point person for assigned clients, responding to technical questions and requests from clients and/or advisors as they arise.

🎯 Requirements

• BA/BS in Finance, Accounting, or related field • Active CPA license or IRS Enrolled Agent (CPA preferred) • 7+ years of experience preparing complex tax returns for high-net-worth clients • Experience with professional tax software packages (i.e. Lacerte, Ultra Tax CS, CCH Axcess or ProSystem fx) and automated digital workpaper solutions (i.e. SurePrep) preferred • Experience with QuickBooks Online preferred • Ability to use deductive reasoning to identify or determine if the client qualifies for credits or deductions • Exceptional analytical skills for solving mathematical problems • Exceptional organizational, communication, and interpersonal skills • Ability to work effectively in a fast-paced and deadline-oriented environment • Capability to manage multiple demands and competing priorities. • Sound judgment regarding confidential and sensitive matters. • CRM experience (Salesforce preferred) a plus.

🏖️ Benefits

• Benefits including health care, dental, vision, and 401K matching • Opportunity for support of professional development and continuing education requirements and other professional development. • Opportunity for a discretionary, semi-annual incentive award (Eligible for a 15% performance bonus)