Individual Tax Manager - Concord

Only for registered members Concord, United States

2 weeks ago

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Job summary

Are you a tax professional who thrives on solving complex individual tax puzzles but is ready to leave the "burnout culture" behind? We are a progressive firm that believes peak performance happens when you have the freedom to schedule work around your life-not the other way around.

As our Individual Tax Manager, you will be the technical lead for a sophisticated portfolio of high-net-worth individual clients. You aren't just a tax preparer; you are a strategic advisor and a mentor.

Responsibilities

  • Oversee the review of complex 1040s, including advanced Schedule C and E filings.
  • Lead tax planning discussions from start to finish, identifying opportunities to optimize client financial strategies.

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