Tax Manager

Annex Wealth Management – Know the Difference

Join Our Growing Team at Headquarters in Brookfield, WI

Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? 'Know the Difference' applies to our employees too. We are a proud seven-time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our employees list our vibrant culture and engaged teams as two of our best features

Annex Wealth Management is a privately held, full-service registered investment advisor acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more.

Communication and Education are key to Annex Wealth Management's growth. Check us out on YouTube, our multiple podcasts, "Money Talk" on WTMJ; "The Investment Show" on WISN; and "The Annex Wealth Management Show" on WHBY and WFSX.

At Annex Wealth Management, our values aren't just words – they guide how we work every day:

• Knowledge
• Accountability
• Integrity
• Courage
• Respect
• Ownership

Does this resonate with you? We're looking for positive, talented individuals who naturally embody these principles in their work and interactions. If you're ready to join a culture where these values are the foundation of everything you do, we'd love to hear from you.

Tax Manager

We're seeking a seasoned Tax Manager to join our team. This pivotal role offers an opportunity to leverage your expertise in tax strategy, compliance, and client service.

As a Tax Manager, you'll be responsible for participating in individual income tax preparation, developing, and implementing tax planning strategies, and collaborating with the wealth management team to provide comprehensive tax advice to high-net-worth clients.

What You'll Do:

• Tax Preparation: Serve as a senior reviewer for individual income tax returns with higher complexity (primarily 1040s).
• Tax Planning: 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.
• Team Collaboration: Work closely with financial planners, wealth managers, and your fellow tax experts to provide exceptional tax preparation and tax planning advice.
• Client Education: 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.
• Year-Round Tax Compliance: Prepare pro-forma tax returns and assist clients with withholding and estimated payments.
• Continuing Education: Stay current on updates within areas of tax and wealth management.
• Technology Adoption: Embrace new technologies to improve tax preparation and planning efficiency.

Requirements:

What You'll Need to Succeed

• 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.
• Certified Financial Planner (CFP) or Personal Financial Specialist (PFS) designation strongly preferred or willingness to obtain within two years.
• 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.
• Familiarity with CCH Axcess and Holistiplan is a plus.
• Series 65 license or equivalent is required to be obtained within 180 days.
• Experience with HNW & UHNW

Comprehensive Benefits

We deeply value your leadership, talent, time, and commitment. In return, we offer a total rewards package designed to recognize and appreciate your contributions.

This includes a comprehensive suite of:

• Benefits: Our benefits package includes medical, dental, and vision insurance, as well as a 401(k) plan to help you secure your financial future
• Life & Disability Insurance
• Paid Time Off (PTO)
• 401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution
• Company Events: We believe in celebrating wins and creating connections – whether it's through get togethers, our Annual Picnic, or company milestones
• Opportunities for professional growth and development
• Summer hours

We are committed to providing an environment where you can thrive and achieve your full potential.

Equal Employment Opportunity: Annex Wealth Management is an equal opportunity employer. We are committed to providing a work environment free from discrimination and harassment. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status. We encourage applicants of all backgrounds to apply.