Plancorp Wealth Management · 2 days ago
Tax Manager
St Louis, MO
Full-time
Onsite
Senior Level
5+ years expPlancorp Wealth Management is a nationally recognized fee-only RIA firm based in St. Louis, seeking a Tax Manager to lead their tax compliance offering. The role involves managing a team, preparing and reviewing tax returns, and collaborating with clients and advisors on tax planning strategies.
ConsultingFinancial ServicesInsurance
Hiring Manager
Tia McCartney
Responsibilities
Manage a small team that we expect to grow
Identify software solutions, lead software implementation and training and maintain related vendor relationships
Prepare and review the following:
Federal, state and local income tax returns for individuals and related entities (trusts, etc.)
Extensions and responses to tax notices as needed
Quarterly tax estimates and related tax projections
Perform research to analyze complex tax and estate planning issues
Collaborate with Plancorp Wealth Management team to recommend tax and estate planning opportunities
Coordinate planning recommendations with outside professionals, as needed
Expand the client’s trust in Plancorp by providing exemplary customer service
Qualification
Required
CPA or J.D and related licensing
Bachelor's degree (or higher) in Accounting or related field
5 + years of related experience including frequent client interaction and management experience
Ability to collaborate and work effectively in various team dynamics
Commitment to acting in the clients' best interests
Respect for the confidentiality of client and corporate information
Strong analytical and time management skills
Strong problem solving, communication and organization skills
Positive customer-focused attitude
Self-motivated to complete responsibilities in a team environment
Benefits
Quarterly bonuses
Daily catered lunch
Free access to a workout facility
Company
Plancorp Wealth Management
Plancorp is a financial services firm and Registered Investment Advisor founded in 1983.
51-200 employees
H1B Sponsorship
Plancorp Wealth Management has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (2)
Funding
Current Stage
Growth StageLeadership Team
Chris Kerckhoff
President & CEO
Jeff Buckner
Founder
Company data provided by crunchbase