Tax Manager (HNWI, Start after 4/15)

*Start / Interview after 4/15*

A prestigious multi-location wealth management firm headquartered in Richmond seeks a Tax Manager. Work with an accomplished group of CPAs, CFPs, and CFAs that are focused on advising clients on investment management, financial planning, tax planning and preparation, and charitable giving. As a Tax Manager you will assist the Client Service team with servicing clients in the areas of tax preparation, financial planning and estate planning. Additionally, you'll have responsibilty for leading staff members. Client objectives include:

-Proactive tax planning that minimizes expenses and risks
-Understanding taxable concerns to increase cash flow and investment success
-Effective tax management to improve asset allocation decisions

Apply today or contact Jarred VandeMark with Incendia Partners to be considered for this Tax Manager opening. 



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