Tax Manager

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Our client, an esteemed wealth management firm, is renowned for its innovative tax solutions and financial strategies. Driven by a commitment to integrity, innovation, and exceptional client service, they are seeking a Tax Manager to pioneer their new tax services department. This role is integral in shaping transformative tax strategies and ensuring the delivery of superior tax solutions to their clients.

This opportunity is ideal for a professional adept at navigating the intricate landscape of tax planning, managing diverse client engagements, and fostering a culture of continuous improvement and innovation within the department.

This Role Offers:

Competitive compensation structure, with bonus potential, and a stellar benefits suite. Work with a trailblazing firm recognized for its rapid growth trajectory and its commitment to holistic client solutions. Innovative work landscape bolstered by in-house marketing, focusing on diverse channels such as radio, seminars, and digital platforms. Opportunity to focus on core competencies, with a dedicated team arranging consistent client engagements and appointments, freeing you from the demands of prospecting. Structured and proven sales process, resonating both with the advisors and the clientele.

Focus:

Spearhead the tax services department, ensuring the delivery of exemplary tax planning services and innovative solutions. Cultivate enduring client relationships, acting as a crucial tax planning advisor, and surpassing client expectations through strategic counsel and solutions. Engage in thorough research and analysis of evolving tax laws, applying insights to inform strategic tax planning and decision-making. Oversee the successful completion of diverse tax projects, ensuring alignment with organizational standards, timelines, and budgets. Advocate for the continuous enhancement of tax processes and systems, promoting a culture of innovation, efficiency, and operational excellence. Collaborate effectively with various departments and stakeholders, ensuring that the tax strategies align with broader organizational objectives and client needs.

Skill Set:

Bachelor’s degree in Finance, Accounting, or a related field. Current/active CPA license. 7+ years of progressive experience in the realm of tax planning. Proficiency in relevant software tools, such as Microsoft Office Suite. Exceptional communication skills, with the capacity to engage meaningfully with clients and navigate intricate tax discussions. A dedication to operating with integrity, professionalism, and a strong focus on client success. Ability to adapt to evolving business needs and continuously enhance expertise in tax planning and related technologies.

About Blue Signal: 
Blue Signal is an award-winning, executive search firm specializing in finance & accounting recruiting. We have a strong reputation for finding top talent in private equity, asset management, financial services, FinTech, and accounting leadership. Learn more at bit.ly/3IKiOzm