Tax Manager

Annex Wealth Management

. Review higher-complexity individual income tax returns, primarily Form 1040s .

Posted 11/6/2026full-timeRemote • Wisconsin • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in individual income tax preparation and compliance, with a strong focus on developing tailored tax-planning strategies for high-net-worth clients. Proficient in utilizing tax and financial planning software to enhance efficiency and effectiveness in tax-related matters.

Highest-signal resume keywords

CPAIndividual Income Tax PreparationTax And Financial Planning SoftwareStrong Analytical SkillsSeries 65 License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Individual Income Tax PreparationTax Planning StrategiesRoth ConversionsCharitable GivingTax Compliance

Soft Skills

Excellent Communication SkillsInterpersonal SkillsProblem-Solving AbilitiesTeam Collaboration

Tools & Technologies

CCH AxcessHolistiplan

Certifications & Qualifications

CPAEASeries 65 License

Industry Keywords

High-Net-Worth ClientsWealth ManagementFinancial PlanningTax Compliance

About the role

Key responsibilities & impact

Review higher-complexity individual income tax returns, primarily Form 1040s
Analyze client tax situations using tax and financial planning software
Develop tailored tax-planning strategies, including Roth conversions and charitable giving
Collaborate with financial planners, wealth managers, and tax experts
Assist wealth managers and clients with complex individual tax compliance and personal tax-planning matters
Conduct occasional client meetings to answer tax questions and provide guidance
Stay current on tax and wealth-management updates
Adopt new technologies to improve tax preparation and planning efficiency
Perform no sales, marketing, or business-development responsibilities

Requirements

What you’ll need

CPA, EA, or tax attorney required
Minimum of 5 years of individual income tax preparation experience
Willingness to learn wealth management and financial planning
Excellent communication and interpersonal skills
Strong analytical and problem-solving abilities
Proficient in tax and financial planning software
Ability to work effectively in a team-oriented environment
Familiarity with CCH Axcess and Holistiplan is a plus
Series 65 license or equivalent required to be obtained within 1 year
Experience with HNW & UHNW clients

Benefits

Comp & perks

Medical, Dental, and Vision Insurance
Life & Disability Insurance
Paid Time Off (PTO)
401(k) Retirement Plan with employer contribution
Company events, including get togethers, Annual Picnic, and company milestones
Opportunities for professional growth and development
Summer hours
Fully remote role for candidates outside of Wisconsin
No time tracking
Collaborative team environment
No sales, marketing, or business development responsibilities