Tax Manager

Job Summary

We are seeking a dynamic and detail-oriented Tax Manager to lead our tax planning and preparation arm, Alinity Tax.

The primary responsibilities of the Tax Manager is to provide proactive, strategic advice to Alinity Wealth Management clients, prepare income tax returns accurately and efficiently and to answer all questions the same day or provide a timeline for an answer.

Alinity Tax is a part of Alinity Wealth Management and works in conjunction with wealth advisors to provide tax consulting and preparation services. We are looking for tax accountants who love client service but don’t like the headaches of a traditional public accounting firm, such as hourly billing and tracking your time. We offer a great work/life balance, autonomy, and the chance to work directly with a wide variety of clients.

The Tax Manager will work directly with clients to prepare and deliver income tax returns as well as consult on any questions or planning with the wealth advisors.

Job Duties

• Reviews & finalizes 1040 tax returns for Alinity Wealth Management clients
• Responsible for clear & concise communication with clients on all matters including delivery of income tax returns
• Responsible for timely & accurate responses to questions, estimates, projections, etc. with both advisors and wealth management clients
• Maintains accurate list of returns in CRM, including status, fee, collections, etc.
• Stays up to date on tax law changes and is able to communicate the effects of the law changes to clients

REQUIRED EXPERIENCE/QUALIFICATIONS:

• 3+ years of public accounting, personal finance, or wealth management experience
• CPA or EA License
• Undergraduate degree in business, finance, or accounting.

PREFERRED EXPERIENCE/QUALIFICATIONS:

• Master’s Degree in income taxation
• Experience with high-net worth individuals and/or trusts
• Experience handling a large volume of returns/clients

TECHNICAL SKILLS:

• Understanding and previous use of Windows 10
• Proficiency in MS Excel and Word
• Ability to quickly learn and adapt to new systems and technology
• Previous use of tax preparation software preferred, but not required

***We do not accept resume submissions from third-party recruiters or staffing agencies. Please do not contact our recruiting team directly unless you are a qualified candidate.

Pay: $50,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Continuing education credits
• Dental insurance
• Disability insurance
• Employee assistance program
• Health insurance
• Health savings account
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance

Work Location: In person