Tax Manager - Brookfield

Only for registered members Brookfield, United States

1 month ago

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Job summary

We are seeking a Tax Manager to join our team at Annex Wealth Management. As a senior reviewer for individual income tax returns with higher complexity, you will serve as the lead on tax planning and preparation for high-net-worth individuals.

As a Tax Manager at Annex Wealth Management you will be working closely with financial planners and wealth managers to provide exceptional tax preparation and planning advice. You will also be responsible for assisting clients with complex individual tax matters related to both tax compliance and personal tax planning.

We value your leadership skills and offer a comprehensive benefits package including medical insurance, life insurance disability insurance paid time off (PTO)
  • Certified Financial Planner (CFP)
  • Tax attorney required

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