Tax Manager

Job overview

Tax Manager is a fully remote role for a candidate located in Texas. The stated salary range is $130,000–$175,000 per year. The client is a Texas-headquartered registered investment advisory firm with an integrated financial planning, portfolio management, and income planning model. The manager brings tax compliance in-house for an existing client base, independently prepares and reviews returns, and provides tax advice alongside the financial planning team to support clients’ financial and tax planning needs.

What you'll do

• Own tax compliance for an existing book of client work and transition responsibility from outside providers
• prepare, review, and sign off on tax returns independently
• advise clients during meetings, including Roth conversion discussions, estate planning conversations, and related advisory work with the financial planning team.

What we're looking for

Skills & competencies

tax manager

remote

texas-based

tax compliance

tax returns

cpa required

public accounting

client advisory

financial planning

roth conversions

estate planning

$130k–$175k salary

white tiger connections

Work arrangement

• Weekend coverage required

Benefits & perks

• Benefits package available
• details to be discussed during the process.

Why this role

The role requires a CPA, five or more years of public accounting tax experience, and residence in Texas; occasional travel may be needed.

About the employer

White Tiger Connections is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.