Job Description
This is a remote position. About the Firm We are representing a long-established wealth management firm with a family office focus, providing comprehensive portfolio management, financial planning, and advisory services to individuals, families, and high-net-worth clients. The firm blends investment expertise with holistic client support to help achieve long-term financial success. They are launching an in-house tax vertical to enhance client service by offering integrated tax preparation, planning, and advisory directly alongside their financial advisors. This new vertical will complement the firms existing financial planning, investment management, and family office services, allowing clients to receive coordinated, year-round tax strategy alongside their broader wealth planeliminating the need to coordinate with external CPAs and enabling more proactive, holistic advice. About the Role They are seeking an experienced, entrepreneurial Tax Senior Manager to lead and shape this new div...