What are the responsibilities and job description for the Senior Tax Manager position at Mission Wealth Management LP?
As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Senior Tax Manager to join our award-winning team! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go! Our ideal candidate is a Tax professional with hustle and a couple of years of experience working in a Senior Tax Manager role. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to both tax preparation and tax strategy. If you can articulate your proven success as a Senior Tax Manager, we want to hear from you ASAP!
As Senior Tax Manager, you will work directly with clients and advisory teams to prepare and review tax returns. You will also evaluate and communicate tax strategies for the client’s goals and values. The successful tax manager will be a tax enthusiast, a thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth.
Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.
Day-to-Day as Senior Tax Manager:
- 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
- Prepare complex tax returns with a focus on individual and trust returns.
- Review tax returns prepared by others.
- 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
- Work with peers and leaders to 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
What You Bring as Senior Tax Manager:
- 8 years of proven tax accounting experience; previous experience preparing tax returns preferred
- CPA required
- Desire to increase knowledge of financial planning concepts by obtaining CFP designation.
- 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
- Strong attention to detail
Job Type: Full-time, Salaried exempt
Location: This position is based out of one of our offices located in Scottsdale, Austin, Lisle, or Houston. This is a hybrid position requiring 2 days a week in the office.
Salary: $150,000 base salary, plus annual bonus paid in quarterly increments
Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management to Tina Kunze at tkunze@missionwealth.com. Be sure to share one of your favorite volunteer projects, too! We offer a 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, and ongoing educational reimbursements.
Salary : $150,000
