- Remote
- Remote
- Full-time · Manager
- $175K–$240K per year
- 8+ years
Lead and grow a new affiliated tax practice for a wealth management firm
Compensation
Base salary: $175,000 to $240,000 depending on experience Bonus structure to be discussed based on candidate profile and experience Potential for profit sharing and equity participation as the tax practice matures
Responsibilities
- Lead the new tax firm and set the vision for how it serves clients and grows
- Manage and mentor the tax team with a collaborative, diplomatic approach
- Build and own client relationships, and take over tax planning conversations from the wealth management team
- Pick and set up the firm's tax software, workflows, and client service model
- Work with the wealth management firm on pricing strategy, including minimum fees, engagement packages, and value-based or subscription billing
Requirements
- CPA
- Nice to have: wealth management experience
- Nice to have: RIA experience
- Nice to have: family office experience