Jobs via eFinancialCareers ยท 2 days ago
Tax Manager - Remote - Selby Jennings
United States
Full-time
Remote
Mid, Senior LevelJobs via eFinancialCareers is seeking a Tax Manager to develop and implement tax strategies for retirement and wealth management. The role involves preparing and reviewing tax returns, advising clients on tax-efficient strategies, and ensuring compliance with tax regulations.
Financial Services
Responsibilities
Develop and implement tax strategies aligned with retirement and wealth management goals
Prepare and review federal, state, and local tax returns for individuals, trusts, and investment entities
Advise clients on tax-efficient investment strategies, estate planning, and retirement distributions
Ensure compliance with IRS regulations and monitor changes in tax laws impacting retirement planning
Collaborate with financial advisors and portfolio managers to deliver integrated client solutions
Supervise and mentor junior tax staff, ensuring accuracy and adherence to best practices
Qualification
Required
Strong knowledge of individual taxation, estate planning, and investment-related tax issues
Excellent interpersonal skills for client-facing interactions
Experience with tax software and financial planning tools
Preferred
CPA designation
Prior experience in wealth management or investment advisory
Company
Jobs via eFinancialCareers
The space to inspire and grow exceptional careers in financial services and tech.
Founded in 2000
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase