Tax Lead
About You
Are you an accomplished tax associate with several years of experience? Do you love taxes but are tired of working double time during tax season? Do you love saving clients money but seldom have the time because of the sheer number of returns or an inability to recommend actions throughout the year?
Do you want to be a bigger part of something smaller vs. a small part of something bigger? Do you aspire to become a partner in the firm you make a difference in?
If you would like to lead a tax practice in a fast-growing wealth management firm, read on!
About Our Client
Our client is a fee-only SEC-registered RIA located in Boise, Idaho, serving approximately 250 households with $700MM in assets.
They offer clients a wealth management experience focused on achieving their financial goals and living meaningful lives.
In tandem with providing a first-rate wealth management experience, they are trusted thought partners in non-financial areas for their clients.
As a fiduciary, they are legally obligated to provide investment portfolio management and financial planning that is in the client’s best interest. They’re obsessive about optimizing after-tax returns for their clients. With CPAs on staff, their clients rely on them for in-depth tax planning and analysis.
They are deeply intentional about their internal culture and core values, which include being service-oriented, committed to excellence, heartfelt, relatable, and genuine.
They offer competitive compensation and benefits, including salary and bonus, 401(k) matching, health insurance, and paid time off (PTO). For the successful candidate, they would offer a relocation allowance to offset moving expenses.
They are an Equal Opportunity Employer, supporting diversity in the workplace and embracing diversity in the clients they serve.
Role Summary
Our client is looking to hire a detail-oriented and proactive Tax Lead to lead their tax preparation initiatives.
This position offers the potential for growth, including broader accounting and finance responsibilities for the firm and managing additional tax preparers as the service offering expands to more clients. An ideal candidate’s career progression could lead to significant firm leadership opportunities and potential ownership.
Core Responsibilities
- Lead tax return preparation for a portfolio of 75-125 clients.
- Manage quarterly estimates and withholding recommendations.
- Handle notices, audits, and amendments efficiently.
- Serve as the primary expert on tax technology tools (currently using Drake and Holistiplan).
- Provide regular updates on tax legislation and news to the team and clients.
- Support year-round tax planning and tax-loss harvesting initiatives.
- Collaborate with financial advisors to enhance client service.
- Promote a culture of compliance within the advisory team by following and enforcing firm policies and procedures and all applicable compliance rules and regulations.
- Active community participation.
Interpersonal Qualifications
- Strong alignment with their firm’s vision and values.
- Positive energy and professional, upbeat attitude.
- High level of organization, accuracy, and attention to detail.
- Ability to work independently and manage multiple clients.
- Ability to communicate complex financial topics in a simple and understandable manner.
- Embraces personal development and feedback; not just coachable but has a desire for coaching.
Experience/Technical Qualifications
- CPA designation.
- 3+ years of experience in tax preparation and planning.
- Strong knowledge of tax legislation and compliance.
- Highly analytical and proficient in Microsoft Excel.