Tax Manager (Wealth Management Firm)

  • Category
    Accounting/Finance
  • Location
    Richmond, Virginia
  • Type
    Direct hire

A prestigious and growing wealth management firm in downtown 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, estate/trust planning, and charitable giving. As a Tax Manager you will assist by servicing clients in the areas of tax preparation, financial planning and estate planning. 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

Desired Experience for Tax Manager:

  • 5+ years in public accounting or another wealth management firm
  • Leadership skills
  • Desire to grow with the firm
Apply today to learn more!

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Chelsea VandeMark
Executive Recruiter, Partner
ABOUT ME
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