Proven Recruiting · 1 week ago
Tax Manager (Non-Billable Hours) - Southeastern US
United States
Full-time
Remote
Mid, Senior Level
$110K/yr - $124K/yr
5+ years expProven Recruiting is a wealth management firm that is rapidly expanding. In this leadership role, you will mentor a team of Associates while preparing and reviewing complex tax returns for high-net-worth individuals and ensuring compliance with regulations.
Human ResourcesInformation TechnologyRecruitingStaffing Agency
Hiring Manager
Bridgette Fiumedora
Responsibilities
Prepare, review, and sign complex tax returns for high-net-worth individuals, trusts, and closely held businesses, ensuring accuracy and compliance with applicable regulations
Conduct in-depth tax research and develop quarterly tax estimates and projections to support proactive planning and informed decision-making
Deliver timely, accurate, and well-analyzed responses to tax-related inquiries, estimates, and projections for both tax and wealth management clients
Provide mentorship and guidance to support staff within the local office and region, fostering professional development and high-quality client service
Collaborate with tax staff to address tax notices, including overseeing responses and drafting initial correspondence with taxing authorities
Qualification
Required
Bachelor's degree in Accounting or a closely related field
Active CPA or EA required
5–8+ years of progressive tax experience serving high-net-worth (HNW) and/or ultra-high-net-worth (UHNW) individuals and families
Experience reviewing and signing off on tax returns, with accountability for accuracy, compliance, and final approval
Demonstrated ability to communicate clearly and effectively with clients and advisors, while collaborating cross-functionally with managers and executive leadership
Proven people-management skills, with a strong track record of developing, mentoring, and training senior and associate level professionals
Benefits
Great Work-Life Balance: Enjoy life outside of work! Join a company that values time away from your desk!
Collaborative Culture: Growth and development are top priorities! You'll be a part of a supportive team working together to grow personally and professionally.
Company
Proven Recruiting
Proven Recruiting is a recruiting firm that connects people with careers in technology, finance, accounting, and life sciences.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$1.08M2012-05-08Series A· $0.05M
2011-02-08Seed· $1.03M
Leadership Team
L
Louis Song
Co-Founder & Co-CEO
I
Ingram Losner
Co-Founder
Recent News
2025-04-12
Company data provided by crunchbase