Annex Wealth Management in Brookfield, WI is seeking an experienced Tax Manager to move beyond routine 1040s into proactive tax planning for high-net-worth clients. This on-site role offers a collaborative team environment with opportunities to leverage wealth planning software and stay current on regulations.
Lead tax prep and planning for individuals, work with financial planners, and participate in continuing education.
#J-18808-LjbffrTax Manager - Proactive Planning for High-Net-Worth Clients in northern at Unknown Company
This position is listed as full time and onsite.