Tax Manager - Wealth Management Remote -Washington, Oregon, California, Arizona, or Utah

Overview

A wealth management advisory firm with over $44.1 billion in assets under management as of March 31, 2026, is seeking a Tax Manager to join their team. The firm primarily serves high net worth individuals and offers an inclusive environment with opportunities for professional growth and skill enhancement.

Responsibilities

• Prepare and review Form 1041 fiduciary income tax returns with a strong understanding of trust and estate taxation.
• Interpret trust documents and assess related tax implications.
• Review, approve, and sign off on complex individual tax returns ensuring accuracy, compliance, and defensible tax positions.
• Act as the primary liaison between the firm and external tax preparation providers, managing relationships and ensuring timely resolution of tax preparation and workflow issues.
• Oversee day-to-day outsourced tax preparation workflows to meet firm standards for accuracy, completeness, and client experience.
• Participate in internal strategy discussions, collaborating with advisor teams and planning departments to meet tax service objectives.
• Manage coordination and integration of tax services, analysis, and departmental projects.
• Prepare tax projections, net worth analyses, cash flow, investment planning, insurance summaries, and other tools for wealth planning engagements.
• Engage proactively in firm-wide initiatives to develop tax services, build relationships, support business development, and client retention.
• Develop customized and comprehensive personal and business financial plans.
• Collect and verify client data for financial planning, entering information into financial planning systems.
• Utilize financial planning software to generate plans and review them with Financial Advisors.
• Generate specific client action plans based on financial plan recommendations.
• Create, review, and analyze spreadsheets related to financial and business planning issues.
• Collaborate with the financial planning team to assess and improve planning software.
• Represent the accounting department publicly and participate in marketing initiatives such as seminars, articles, and blogs.
• Perform additional duties as necessary to support business development and client retention.
• Adhere to all company policies and procedures, maintaining focus on consistency, quality, and compliance.

Requirements

• Minimum 5 years of experience in tax preparation, with strong expertise in Trust & Estates and individual taxation.
• Licensed Certified Public Accountant (CPA) or Enrolled Agent (EA).
• Proficient with Windows and Microsoft Office.
• Experience with CRM software.
• Excellent written and oral communication skills.
• Willingness and experience in public speaking and prospect meetings.
• Extremely detail-oriented with exceptional follow-through and reliability.
• Self-motivated with ethical judgment and a positive attitude.
• Strong client relations and interpersonal skills, able to work well with all levels of the firm.
• Ability to work independently and exercise discretion without direct supervision.

Compensation & Benefits

• Base salary range: $135,000 - $150,000 per year.
• 11 paid holidays plus 2 floating holidays.
• 3 weeks of paid time off.
• Paid volunteer time.
• Paid parental leave.
• Flexible work schedule.
• Highly subsidized health, dental, and vision insurance plans.
• 401(k) retirement plan with company match.
• Free mental health services.
• Life insurance, long-term and short-term disability insurance.
• Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA).
• Employee financial education.
• Educational expense reimbursement.
• Charitable donation matching.
• Employee referral incentives.
• Team building activities.
• Employee assistance program.

Location

This is a remote position open to candidates located in Washington, Oregon, California, Arizona, or Utah.