SBK Financial is a wealth management firm made up of dedicated professionals who are passionate about simplifying our clients' financial lives and helping them achieve their goals. We offer a supportive and collaborative environment, as well as opportunities for training, mentorship, and professional growth. We are committed to our core values of teamwork, accountability, mutual respect, and client service excellence.
Job Summary:
We are seeking an experienced and detail-oriented Tax Manager to join our team. The Tax Manager will assist the tax director with managing the tax preparation process for our clients. Responsibilities will include reviewing client tax returns, supervising tax team, providing strategic tax planning for our clients and training of new staff. The ideal candidate will be process oriented, have strong technical expertise, exceptional client service skills, and a deep understanding of the complexities of tax laws as they pertain to wealth management.
Key Responsibilities:
Manage and oversee the preparation and review of federal, state, and local tax returns for individuals, trusts, estates, and partnerships.
Conduct tax research and stay up-to-date with changes in tax laws, regulations, and industry trends to ensure compliance and identify planning opportunities.
Review and respond to IRS and state tax notices, audits, and inquiries on behalf of clients.
Mentor and train advisors and associates on tax preparation, planning techniques, and best practices.
Collaborate with wealth advisors and other team members to deliver integrated tax and financial planning services to clients.
Provide tax advice and guidance to clients, including tax projections, estimated tax payments, and year-end planning.
Maintain strong relationships with clients by providing exceptional service and regular communication throughout the year.
Assist in developing and enhancing internal tax processes, procedures, and technology to improve efficiency and client experience.
Qualifications:
Bachelor's degree in Accounting, Finance, or a related field. CPA or EA designation required.
5+ years of experience in tax preparation, planning, and compliance, preferably within a wealth management or public accounting firm.
Strong knowledge of individual, trust, estate, and partnership tax laws and regulations.
Experience with high-net-worth clients and complex tax situations.
Proficiency in tax preparation software and financial planning tools.
Excellent analytical, problem-solving, and organizational skills with a keen attention to detail.
Strong interpersonal and communication skills, with the ability to build and maintain client relationships.
Ability to work independently and collaboratively in a team-oriented environment.
Commitment to continuous learning and professional development.
What We Offer:
Competitive salary and performance-based bonuses.
Comprehensive benefits package, including health, dental, vision, and 401(k) plans.
Generous PTO and paid holidays.
Professional development opportunities, including continuing education and industry certifications.
A supportive and collaborative work environment that values teamwork and client-focused service.