Remote Otter LogoRemoteOtter

Tax Manager - Remote

Posted Yesterday
Finance / Legal
Full Time
USA

Overview

Are you a highly analytical and experienced tax professional ready to make a significant impact by leading essential tax functions for a growing, fiduciary-focused investment firm and its clients?

In Short

  • Join a fiduciary-focused investment firm as a Tax Manager.
  • Lead tax functions ensuring compliance with tax laws.
  • Oversee preparation and review of tax returns.
  • Manage client relationships and communication.
  • Develop tax strategies to minimize liabilities.
  • Conduct tax research and manage audits.
  • Mentor team members in tax matters.
  • 5+ years of experience required.
  • CPA, EA, or JD designation preferred.
  • Remote work option available.

Requirements

  • 5+ years of tax return preparation and review experience.
  • 5+ years of public accounting experience preferred.
  • 3+ years of experience reviewing individual income tax returns in Illinois and Wisconsin.
  • Hold a CPA, EA, or JD designation.

Benefits

  • Comprehensive health benefits including medical, dental, and vision.
  • 401(k) Retirement Plan with employer contribution.
  • Life & Disability Insurance for financial security.
  • Generous Paid Time Off (PTO) and summer hours.
  • Opportunities for professional growth and development.
  • Company events and celebrations.
Annex Wealth Management logo

Annex Wealth Management

Annex Wealth Management is a privately held, full-service registered investment advisor dedicated to acting as a fiduciary for individuals, families, and businesses. With a strong emphasis on teamwork and a vibrant culture, the firm has been recognized multiple times as a top workplace. Annex Wealth Management prioritizes communication and education, offering various resources such as podcasts and YouTube content to engage clients. The company is guided by core values including knowledge, accountability, integrity, courage, respect, and ownership, fostering an environment where employees can thrive and contribute to the financial success of their clients.

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