Navigate Search · 6 hours ago
Fully Remote Tax Manager (Wealth Management Firm)
United States
Full-time
Remote
Mid, Senior Level
5+ years exp
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Hiring Manager
John Gaw
Insider Connection @Navigate Search
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Responsibilities
Manage and review tax returns for individuals, estates, trusts, and businesses.
Develop tax strategies to minimize liabilities and meet financial goals.
Serve as a trusted advisor, offering guidance on tax and estate planning.
Mentor staff and ensure timely, high-quality client service.
Stay updated on tax law changes and advise on their impact.
Qualification
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Required
Bachelor’s in Accounting or Finance
CPA required
5+ years in tax services, with HNW client expertise
Strong analytical, communication, and tax software proficiency
Preferred
Master’s in Taxation
CFP® or JD
Company
Navigate Search
At Navigate Search, we engage exclusively with premier businesses and the market’s most sought-after candidates.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
John Gaw
Co-Founder & Managing Partner
Steven Silverman
Co-Founder & Managing Partner
Company data provided by crunchbase
