Tax Manager

Financial Services Tax Manager

$80,000 - $130,000 plus revenue sharing

Pay 100% Medical

Why This Opportunity Stands Out

Extreme Hybrid schedule. Only needs to come in once or twice a month.

Growth potential : Start by leading tax services, then expand into accounting and CFO-level advisory. 350 clients they currently serve.

Entrepreneurial culture : No micromanagement-your success is in your hands.

Potential to move be on partnership track / equity ownership.

Integrated financial services environment : Collaborate with insurance, wealth management, and consulting teams for cross-referrals.

Benefits & perks : Competitive compensation, professional development opportunities, and a dynamic, fast-growing environment.

Unique opportunity : Join a young, fast-growing firm that combines fresh energy with decades of experience in financial services.

Key Responsibilities

Lead tax operations for individual, family, and business clients.

Deliver proactive tax planning and consulting strategies.

Ensure compliance with federal, state, and local tax laws.

Oversee accounting functions and financial reporting.

Collaborate across service lines to provide integrated client solutions.

Qualifications

CPA or equivalent certification.

5-10 years of tax and accounting experience.

Strong expertise in tax planning, compliance, and client advisory.

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