Tax Manager

🔥 5 minutes ago

🧀 Wisconsin – Remote

🧀 Wisconsin – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Tax

👻 Ghost score 12%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Annex Wealth Management

WebsiteLinkedInAll Job Openings

51 - 200 employees

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Annex Wealth Management is a fast-growing registered investment advisor dedicated to serving the comprehensive financial needs of families, individuals, and businesses. Known for excellence, the firm offers objective financial services that include retirement planning, investment advice, and management of assets like 401k plans. With a commitment to integrity and customer service, Annex operates as a fiduciary, providing unbiased advice tailored to the unique circumstances of each client, thereby fostering informed decision-making and financial literacy.

📋 Description

• Review higher-complexity individual income tax returns, primarily Form 1040s • Analyze client tax situations using tax and financial planning software • Develop tailored tax-planning strategies, including Roth conversions and charitable giving • Collaborate with financial planners, wealth managers, and tax experts • Assist wealth managers and clients with complex individual tax compliance and personal tax-planning matters • Conduct occasional client meetings to answer tax questions and provide guidance • Stay current on tax and wealth-management updates • Adopt new technologies to improve tax preparation and planning efficiency • Perform no sales, marketing, or business-development responsibilities

🎯 Requirements

• CPA, EA, or tax attorney required • Minimum of 5 years of individual income tax preparation experience • Willingness to learn wealth management and financial planning • Excellent communication and interpersonal skills • Strong analytical and problem-solving abilities • Proficient in tax and financial planning software • Ability to work effectively in a team-oriented environment • Familiarity with CCH Axcess and Holistiplan is a plus • Series 65 license or equivalent required to be obtained within 1 year • Experience with HNW & UHNW clients

🏖️ Benefits

• Medical, Dental, and Vision Insurance • Life & Disability Insurance • Paid Time Off (PTO) • 401(k) Retirement Plan with employer contribution • Company events, including get togethers, Annual Picnic, and company milestones • Opportunities for professional growth and development • Summer hours • Fully remote role for candidates outside of Wisconsin • No time tracking • Collaborative team environment • No sales, marketing, or business development responsibilities

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