Tax Manager - Asheville, United States - BUCKINGHAM STRATEGIC WEALTH LLC

BUCKINGHAM STRATEGIC WEALTH LLC Asheville, United States

3 weeks ago

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 Responsibilities

Prepare and review federal, state and local income tax returns for individuals and businesses
Prepare extensions and assist with tax notices as needed
Prepare quarterly tax estimates and assist with tax projections
Perform technical research to address complex tax issues with the support of a team
Analyze client information and work collaboratively with advisors to offer recommendations for reducing client tax liabilities
Ensure top quality client service in collaboration with the wealth management offering
Manage the client's relationship and overall engagement with the tax service offering
Communicate effectively with advisors and their clients in a timely and professional manner
Meet all internal and external deadlines to ensure clients remain compliant with tax obligations
Operate in a fully compliant manner to protect clients' and the firm's information
Effectively solve problems and resolve issues for clients and their advisors
Assist with training, teaching, mentoring and retention of other team members

Basic Qualifications

Bachelor's degree or higher in Accounting
4 + years of client facing experience
EA, CPA or CPA candidate preferred
Strong problem solving, communication and organizational skills
Ability to manage multiple projects and meet deadlines
Excellent analytical and time management skills
Ability to work individually and in a team atmosphere
The 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 & Accolades

Top Workplace in St. Louis, St. Louis Post Dispatch, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016
Top RIA Firms, Barron's, 2023, 2022, 2021, 2020, 2019, 2018, 2017
Top RIA Firms, Forbes, 2022
Top 25 RIA, Financial Advisor Magazine, 2023, 2022, 2021, 2020, 2019, 2018, 2017
Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019
Top Registered Investment Advisers, Financial Times, 2020, 2019
Top Grower in Missouri in 2022, Citywire RIA
No. 6 on RIA Channel's 2021 Top 100 Wealth Managers List

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