Tax Manager

Job overview

The Tax Manager role is based at an office in Scottsdale, AZ, Santa Barbara, CA, or Houston, TX. Compensation is $200,000 per year in the listing; the description states a $150,000 base plus a $50,000 annual bonus. Mission Wealth provides wealth management services to affluent families. The manager prepares and reviews income, trust, and gift tax returns and works with clients and advisory teams on tax strategies aligned with client goals. The role also manages tax projects, supports client relationships, and mentors tax associates.

What you'll do

• Review and prepare income, trust, and gift tax returns
• work with wealth managers and clients on tax and wealth strategies
• maintain client relationships and address questions and deadlines
• develop tax planning solutions
• assist with tax questions, estimates, and projections
• manage consulting and tax projects
• review federal and multistate returns
• train and mentor tax associates.

What we're looking for

Skills & competencies

tax manager

tax accounting

tax strategy

trust taxation

gift tax returns

cpa

high-net-worth clients

scottsdale az

santa barbara ca

houston tx

$200,000/year

annual bonus

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, and vision benefits
• 401(k) and profit sharing
• volunteer time off
• family medical leave
• sabbaticals
• wellness benefits
• educational reimbursements.

Why this role

Requires a CPA, 8+ years of tax accounting experience, tax return preparation experience, and experience providing tax consulting to high-net-worth clients.

About the employer

Mission Wealth Management LP is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.