Tax Manager

Tax ManagerMission Wealth is hiring a growth-minded Tax Manager to join our award-winning team! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let's go! Our ideal candidate is a Tax professional with hustle and a couple of years of experience working in a Tax Manager role.

You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to Tax Strategy. If you can articulate your proven success as a Tax Manager, we want to hear from you ASAP!As Tax Manager, you will work directly with the tax team to review and prepare income, trust, and gift tax returns. You will also work directly with clients and advisory teams to implement tax strategies for clients that align with each client's goals and values.

The successful tax manager will be a tax enthusiast, a 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.Day-to-Day as Tax Manager:Work with a high-performing & growth-oriented teamSpeak your mind, have your voice heard, innovate, and streamline existing processesGrow yourself personally and professionally with the support of your teamWork closely with Wealth Managers and the client base regarding tax/wealth strategiesResponsible for client relationships and retention; inspiring client confidence through demonstrated expertise; and helping ensure we are meeting deadlines and addressing client questions and needs on an ongoing basisWork with peers and leaders to create and present strategic tax planning solutions to high-net-worth clientsAssist clients with tax-related questions, proformas, estimates, and projectionsManage consulting and tax projectsReview tax returnsCommitment to continuing education, team development, training, and mentoring new tax associatesReview federal and multi-state individual, gift, and trust income tax returns.Mentor and train tax associates.What You Bring as Tax Manager:8+ years of proven tax accounting experience; previous experience preparing tax returns requiredCPA requiredExperience providing client-centric tax consulting to high-net-worth clientsStrong research capabilities related to technical matters for complex tax needs and updates to regulationsMastery of various tax compliance software productsHighly effective interpersonal, relationship management, and communication skillsExcellent organizational and time management skills in a high-energy culture to manage prioritiesDemonstrated talent development experience, training new staff, and mentoring internsAdvanced understanding of trust taxationStrong attention to detailJob Type: Full-time, salaried exemptLocation: This position is based out of our office in Scottsdale, Houston, or Austin.Salary: $150,000 base; plus $50,000 annual bonus paid in quarterly incrementsThis position is not eligible for employer-sponsored work authorization. Applicants must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship now or in the future to maintain employment authorization.Please submit your cover letter and resume outlining your detailed experience of proven success within the industry.

Be sure to share one of your favorite volunteer projects too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.