Tax Manager

Annex Wealth Management LLC•Brookfield, WI

30d•Hybrid

About The Position

Annex Wealth Management is seeking an experienced Tax Manager to join their growing team at their Headquarters in Brookfield, WI. This role is ideal for someone who enjoys tax preparation but is looking for a change, potentially seeking a more reasonable workload, a collaborative team environment, and an opportunity to move beyond high-volume compliance into proactive tax planning. The company is a seven-time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award, known for its vibrant culture and engaged teams. Annex Wealth Management is a privately held, full-service registered investment advisor acting as a fiduciary for individuals, families, and businesses. They emphasize a team approach and client education through various media channels. The company values Knowledge, Accountability, Integrity, Courage, Respect, and Ownership, seeking individuals who embody these principles.

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 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.