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About the Role
Mission Wealth is hiring a growth-minded Tax Manager to join their award-winning team. This role is for a Tax professional with hustle and a couple of years of experience working in a Tax Manager role, who defines ambition, has a sense of adventure, and a passion for purpose.
Responsibilities
- Review and prepare income, trust, and gift tax returns.
- Implement tax strategies for clients that align with each client’s goals and values.
- Work with a high-performing & growth-oriented team.
- Speak your mind, have your voice heard, innovate, and streamline existing processes.
- Grow yourself personally and professionally with the support of your team.
- 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 helping ensure we are meeting deadlines and addressing client questions and needs on an ongoing basis.
- 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.
- Review federal and multi-state individual, gift, and trust income tax returns.
- Mentor and train tax associates.
Requirements
- 8+ years of proven tax accounting experience.
- Previous experience preparing tax returns 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.
- Advanced understanding of trust taxation.
- Strong attention to detail.
- Applicants must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship now or in the future to maintain employment authorization.
Skills
- Tax Strategy
- Tax accounting
- Tax return preparation
- Client-centric tax consulting
- Technical research
- Tax compliance software
- Interpersonal skills
- Relationship management
- Communication skills
- Organizational skills
- Time management
- Talent development
- Training
- Mentoring
- Trust taxation
Location
- Scottsdale
- Houston
- Austin
Work Type
- Full-time
- Salaried exempt
Experience Level
- 8+ years of proven tax accounting experience
- Couple of years of experience working in a Tax Manager role
Education Level
- CPA required
Salary/Compensations
- $150,000 base
- $50,000 annual bonus paid in quarterly increments
Benefits
- Competitive salary
- Team-based compensation plan
- Defined pathways to equity partner in the firm
- Medical/dental/vision benefits
- 401(k)/Profit Sharing
- Volunteer Time Off (VTO)
- Family Medical Leave (FMLA)
- Sabbaticals
- Wellness benefits
- Ongoing educational reimbursements
About the Company
- A Barron’s Top 100 RIA firm.
- Voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News.
- A leading wealth management company with a commitment to giving back to the community and expanding nationally.
- Offers 360-degree wealth management services to affluent families since 2000.
- Dynamic planning process ensures every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve, giving them the complete picture and confidence in their financial future.
Equal Opportunity
- This position is not eligible for employer-sponsored work authorization.