Tax Manager - Brookfield, WI

Annex Wealth Management • Brookfield, WI

14d • Hybrid

About The Position

This is a full-time, on-site role. We may consider hybrid for the right candidate. The role involves serving as a senior reviewer for individual income tax returns with higher complexity (primarily 1040s). Unlike traditional roles, there is no time tracking required. The position focuses on tax planning, utilizing tax and financial planning software to analyze client tax situations and develop tailored strategies, including Roth conversions, charitable giving, and other wealth management-specific techniques. The Tax Manager will work closely with financial planners, wealth managers, and fellow tax experts to provide exceptional tax preparation and tax planning advice. Client education on complex individual tax matters related to both tax compliance and personal tax planning is also a key responsibility, including conducting occasional client meetings. Staying current on updates within areas of tax and wealth management and embracing new technologies to improve tax preparation and planning efficiency are essential. This role is focused, with no sales, marketing, or business development responsibilities.

Requirements

• CPA, EA, or tax attorney required.
• Minimum of 5 years of individual income tax preparation experience.
• Strong background in wealth management and financial planning, with a focus on high-net-worth individuals.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Proficient in tax and financial planning software.
• Ability to work effectively in a team-oriented environment.
• Series 65 license or equivalent is required to be obtained within 180 days.
• Experience with HNW & UHNW

Nice To Haves

• Certified Financial Planner™ (CFP®) or Personal Financial Specialist (PFS) designation strongly preferred or willingness to obtain within two years.
• Familiarity with CCH Axcess and Holistiplan is a plus.

Responsibilities

• Serve as a senior reviewer for individual income tax returns with higher complexity (primarily 1040s).
• Utilize tax and financial planning software to analyze client tax situations and develop tailored strategies, including Roth conversions, charitable giving, and other wealth management-specific techniques.
• Work closely with financial planners, wealth managers, and your fellow tax experts to provide exceptional tax preparation and tax planning advice.
• Assist wealth managers and clients with complex individual tax matters related to both tax compliance and personal tax planning.
• Conduct occasional client meetings to address tax questions and provide guidance.
• Stay current on updates within areas of tax and wealth management.
• Embrace new technologies to improve tax preparation and planning efficiency.

Benefits

• Medical, Dental, and Vision Insurance
• Life & Disability Insurance
• Paid Time Off (PTO)
• 401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution
• Company Events: We believe in celebrating wins and creating connections – whether it’s through get togethers, our Annual Picnic, or company milestones
• Opportunities for professional growth and development
• Summer hours

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed