Wealth Advisor Manager

At Sax Advisory Group, LLC we are driven by our ability to turn every client's dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career

SAX Wealth Advisors is a leading Financial Planning firm dedicated to helping clients achieve their financial goals through personalized and innovative solutions. We prioritize integrity, professionalism, and excellence through our white glove experience we provide our clients.

Job Summary: We are seeking an experienced and detail-oriented Wealth Advisor Manager to join our team We're ideally looking for someone local to the NY Metro, NJ, PA, or CT area. The successful candidate will prepare financial reports and tax projections, prepare income tax returns, ensure compliance with regulations, and support financial planning initiatives to help our clients and the firm achieve financial success.

Key Responsibilities:

• Review and analyze financial statements and reports in accordance with accounting standards.
• Ensure compliance with tax regulations
• Prepare annual tax returns for clients
• Support budgeting, forecasting, and financial analysis activities
• Implement and maintain internal controls to safeguard company assets
• Provide mentorship and guidance to junior accounting staff and associate wealth advisors
• Stay updated on changes in financial regulations and best practices
• Collaborate with Wealth Advisors to support client financial strategies
• Prepare and present on-going income tax projections to determine any strategies a client can implement

Qualifications:

• Bachelor's degree in Accounting, Finance, or related field; CPA or EA certification is preferred.
• Minimum of 5 years of accounting experience, preferably in financial services or planning.
• Proficiency in accounting software (e.g., CCH ProSystem fx Tax, Holistiplan, BNA Income Tax Planner, QuickBooks) and MS Office Suite.
• Excellent analytical, organizational, and communication skills.
• Ability to handle multiple priorities and meet deadlines.
• Ethical and professional integrity.

Comprehensive Benefits Package includes:

• Top Tier Health, Dental, & Vision Plans
• Flexible Spending