Tax Manager - Asheville, United States - Buckingham Strategic Wealth

Buckingham Strategic Wealth Asheville, United States

3 weeks ago

Description

Job Description

Job Description

The

Tax Manager

position is an exciting opportunity to drive and shape a new, growing tax preparation and filing service offering at Buckingham.

This team member will work with Buckingham Integrated Tax Solutions team to assist in the implementation and growth of the tax preparation service for clients that is integrated with the firm's wealth management client experience.

The tax manager will file tax returns in a timely, accurately and secure manner for a wide variety of clients and collaborate closely with Buckingham's advisory teams to assist in forward-looking planning opportunities.

Buckingham provides associates the opportunity to work a hybrid model.

Teams are typically in the office 2 days per week and have the ability to work from home 3 days per week.

Essential Duties and ResponsibilitiesPrepare and review federal, state and local income tax returns for individuals and businessesPrepare extensions and assist with tax notices as neededPrepare quarterly tax estimates and assist with tax projectionsPerform technical research to address complex tax issues with the support of a teamAnalyze client information and work collaboratively with advisors to offer recommendations for reducing client tax liabilitiesEnsure top quality client service in collaboration with the wealth management offeringManage the client's relationship and overall engagement with the tax service offeringCommunicate effectively with advisors and their clients in a timely and professional mannerMeet all internal and external deadlines to ensure clients remain compliant with tax obligationsOperate in a fully compliant manner to protect clients' and the firm's informationEffectively solve problems and resolve issues for clients and their advisorsAssist with training, teaching, mentoring and retention of other team members

Basic QualificationsBachelor's degree or higher in Accounting4 + years of client facing experienceEA, CPA or CPA candidate preferredStrong problem solving, communication and organizational skillsAbility to manage multiple projects and meet deadlinesExcellent analytical and time management skillsAbility to work individually and in a team atmosphereThe willingness and ability to work additional hours, as needed, during busy season

Buckingham's Compensation and Benefits

This is a salaried position with an opportunity for an annual bonus and long-term incentives as well as a competitive benefits package.

Buckingham pays up to 100% of an associate's medical and dental insurance premiums, life, long-term disability and accidental death insurance policies.

We offer 12 weeks paid maternity, paternity and medical leave, empowered Paid Time Off to take as many PTO days as needed, 401(k) plan, deductible reimbursement, tuition reimbursement, matching gifts and more.

Who is Buckingham Wealth Partners?

Founded in 1994, Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners.

For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts.

For advisors, we offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services engineered to free up an advisor's workday so they can spend more time helping clients achieve their dreams of financial prosperity.

Buckingham employs more than 600 associates in over 50 office locations nationwide.

Buckingham Wealth Partners is an Equal Opportunity Employer.

We believe that diversity, equity and inclusion among our associates is critical to our core 'Passion To Do Right' and our collective success.

All employment related decisions are based on ability, performance, and organizational needs without regard to age, citizenship, color, physical or mental disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, military or veteran's status, genetic information or any class protected by applicable law or ordinance.

Buckingham's Awards & AccoladesTop Workplace in St. Louis, St.

Louis Post Dispatch, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016Top RIA Firms, Barron's, 2023, 2022, 2021, 2020, 2019, 2018, 2017Top RIA Firms, Forbes, 2022Top 25 RIA, Financial Advisor Magazine, 2023, 2022, 2021, 2020, 2019, 2018, 2017Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019Top Registered Investment Advisers, Financial Times, 2020, 2019Top Grower in Missouri in 2022, Citywire RIANo.

6 on RIA Channel's 2021 Top 100 Wealth Managers List

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