税务高级经理
Tax Senior Manager
这是一个远程职位。
关于公司
我们代表一家成立多年、屡获殊荣的RIA公司，其通过专注于客户体验和以推荐为导向的增长模式建立了良好的声誉。他们的客户群体主要为中等富裕的个人和创业型企业家，可投资资产在100万美元至2000万美元之间。公司目前提供投资管理和财务规划服务，现在正在建设内部税务能力，以提供真正整合的财富管理体验。
关于职位
公司正在启动税务业务，寻找一位高级税务经理作为创始税务专业人士加入。你将与公司的顾问紧密合作，服务现有的客户群——个人、退休人员和创业型企业家，同时帮助拓展整合的服务产品。工作内容具有综合性，意味着每天都有真正的多样性。
关键职责
- 为高净值和中等富裕客户提供个人、企业及信托申报的准备和审核
- 与财务顾问协作进行税务规划、罗特转换、税务损失收割和持续策略制定
- 为拥有集中持仓、流动性事件、企业所有权和房地产的客户提供税务优化建议
- 成为公司顾问团队和客户的主要税务资源
- 参与从零开始建立公司的税务业务——流程、工作流和客户体验
- 直接管理客户关系，注重主动沟通和及时服务
要求
- 需要CPA资格
- 6年以上公共会计经验，最好是在服务于高净值个人和企业主的精品或中型事务所
- 具有综合性背景，接触过个人、信托和小型企业
- 强大的沟通能力，能够直接与客户和顾问合作
- 在远程环境中表现出色的能力
- 自驱力强——该职位需要能够独立运作并构建，而不仅仅是执行的人
福利
- 基础薪资：根据经验不同，为14万美元至21万美元
- 根据候选人背景和经验讨论奖金结构
- 有机会与快速扩展的公司一起成长
- 随着税务业务的发展，可能获得利润分享和股权参与
最初发布于喜马拉雅山
查看英文原文
This is a remote position.
About the Firm
We are representing a well-established, award-winning RIA firm with a strong reputation built over 20 years through a deep focus on the client experience and a referral-driven growth model that speaks for itself. Their client base skews toward mid-affluent individuals and entrepreneurial business owners with investable assets between $1M and $20M. The firm offers investment management and financial planning today, and is now building out an in-house tax capability to deliver a truly integrated wealth management experience.
About the Role
The firm is launching a tax practice and looking for a Senior Tax Manager to come in as the founding tax professional. You will work closely with the firm's advisers to serve an existing book of clients — individuals, retirees, and entrepreneur-business owners — while helping grow an integrated service offering. The work is generalist in nature, which means real variety day to day.
Key Responsibilities
- Prepare and review individual, business, and trust returns for a mix of high-net-worth and mid-affluent clients
- Work hand-in-hand with financial advisers on tax planning, Roth conversions, tax-loss harvesting, and ongoing strategy
- Advise clients with concentrated positions, liquidity events, business ownership, and real estate on tax-efficient approaches
- Serve as the primary tax resource for the firm's adviser team and client base
- Help define and build the firm's tax practice from the ground up — processes, workflows, and client experience
- Manage client relationships directly, with a focus on proactive communication and responsive service
Requirements
- CPA required
- 6+ years in public accounting, ideally at a boutique or mid-sized firm serving high-net-worth individuals and business owners
- Generalist background with exposure to individuals, trusts, and small businesses
- Strong communication skills and comfort working directly with clients and advisers
- Demonstrated ability to thrive in a remote environment
- Self-starter mentality — this role requires someone who can operate independently and build, not just execute
Benefits
- Base salary: $140,000 to $210,000 depending on experience
- Bonus structure to be discussed based on candidate profile and experience
- Opportunity to grow with a fast-scaling firm
- Potential for profit sharing and equity participation as the tax practice matures
Originally posted on Himalayas