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    Tax Manager - Scottsdale, United States - Mission Wealth

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    Job Description

    Job Description

    Mission Wealth has offered 360-degree wealth management services to affluent families since 2000.

    Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients' lives unfold and their needs evolve.

    This gives them the complete picture and confidence in their future.
    We are hiring a dynamic

    Tax Manager

    to join our high-performing

    Wealth Strategy Department .

    As Tax Manager, you will work directly with clients and advisory teams to review and implement tax strategies for clients that align with each client's goals and values.

    The successful tax manager will be a tax enthusiast, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally.

    Your commitment to making a positive impact in other people's lives parallels your drive for personal and professional growth.

    Job Duties:
    Work closely with Wealth Managers and the client base regarding tax/wealth strategies
    Responsible for client relationships and retention; inspiring client confidence through demonstrated expertise; and help ensure we are meeting deadlines and addressing client questions and needs on an ongoing basis
    Work with peers and leaders to create and present strategic tax planning solutions to high-net-worth clients
    Assist clients with tax related questions, proformas, estimates, and projections
    Manage consulting and tax projects
    Review tax returns
    Commitment to continuing education, team development, training and mentoring new tax associates

    What You Bring:
    8+ years of proven tax accounting experience; previous experience preparing tax returns preferred
    CPA required
    Experience providing client-centric tax consulting to high-net-worth clients
    Strong research capabilities related to technical matters for complex tax needs and updates to regulations
    Mastery of various tax compliance software products
    Highly effective interpersonal, relationship management and communication skills
    Excellent organizational and time management skills in a high energy culture to manage priorities
    Demonstrated talent development experience, training new staff and mentoring interns
    Strong attention to detail

    Job Type:
    Full-time

    Location :

    This position is based out of one of our offices – Austin, Chicago, Greensboro, Salt Lake City, San Diego, Santa Barbara, Scottsdale, or Seattle.


    Salary :
    $100,000 base, plus bonus

    #J-18808-Ljbffr

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