Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients' lives unfold and their needs evolve. This gives them the complete picture and confidence in their future.
We are hiring a dynamic Tax Manager to join our high-performing Wealth Strategy Department . As Tax Manager, you will work directly with clients and advisory teams to review and implement tax strategies for clients that align with each client's goals and values. The successful tax manager will be a tax enthusiast, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally. Your commitment to making a positive impact in other people's lives parallels your drive for personal and professional growth.
Job Duties:
- Work closely with Wealth Managers and the client base regarding tax/wealth strategies
- Responsible for client relationships and retention; inspiring client confidence through demonstrated expertise; and help ensure we are meeting deadlines and addressing client questions and needs on an ongoing basis
- Work with peers and leaders to create and present strategic tax planning solutions to high-net-worth clients
- Assist clients with tax related questions, proformas, estimates, and projections
- Manage consulting and tax projects
- Review tax returns
- Commitment to continuing education, team development, training and mentoring new tax associates
- 8+ years of proven tax accounting experience; previous experience preparing tax returns preferred
- CPA required
- Experience providing client-centric tax consulting to high-net-worth clients
- Strong research capabilities related to technical matters for complex tax needs and updates to regulations
- Mastery of various tax compliance software products
- Highly effective interpersonal, relationship management and communication skills
- Excellent organizational and time management skills in a high energy culture to manage priorities
- Demonstrated talent development experience, training new staff and mentoring interns
- Strong attention to detail
Job Type: Full-time
Location : This position is based out of our office in Austin, TX or Santa Barbara, CA.
Salary : $150,000 base + incentive