Top 3 Wealth solutions investment Jobs in Lafayette Tn

Tax Manager or Senior Manager - Ultra-High Net Worth Practice
Frank Rimerman and Co LLP —United States
- $120,000 - $230,000 a year
- Full-time
- 6 years
- Management
- CPA
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays

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Current, active RN license in the state of practice. CPR/BLS certification preferred (American Heart Association or American Red Cross). 401(k) & Roth 401(k).
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Minimum 2 years of experience in financial planning, wealth management, investment research, trading, or a related field.
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JPMorganChase —Columbus, OH
Perform variance analysis to understand the key drivers of the financials and provide commentary explaining changes from prior forecasts/budgets.

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Tax Manager or Senior Manager - Ultra-High Net Worth Practice

Frank Rimerman and Co LLP -
United States

Apply Now

Job Details

Full-time
$120,000 - $230,000 a year

Qualifications

Customer relationship building
Management
CPA
Public accounting
Research
Microsoft Office
Supervising experience
Managing accounting teams
Accounting firm experience

Full Job Description

Overview:

Join the Frank, Rimerman family - consistently recognized as a top accounting firm by organizations such as Vault, the SF Business Times/Silicon Valley Business Journal, and Inside Public Accounting!

We look forward to meeting driven, passionate and collaborative individuals to join our sophisticated and growing tax practice. We are seeking Tax Managers with 6-10 years of experience with ultra-high net worth individuals, complex private client services, fiduciary or private foundation consulting.

Tax Managers work closely with our Partners to provide innovative tax solutions for our sophisticated client base. We service a wide range of clients influenced by Silicon Valley, with our largest practice groups serving influential individuals and founders, pre-IPO and public companies, along with trade and investment partnerships across a variety of industries. Primary responsibilities include reviewing complex returns, planning, projection and compliance projects, and reviewing work from the Associate and Senior levels. Mentoring team members, providing thoughtful feedback, and transferring knowledge particularly to those growing under you are highly valued by the Firm.

Responsibilities:

Reviewing complex individual, fiduciary, partnership and private foundation returns including matters not limited to alternative investments, stock options/equity compensation, QSBS, venture capital and carried interest;
Anticipating and identifying client tax issues and concerns, providing consultative and strategic solutions for wealth preservation, estate planning, charitable contributions (private foundations, CRTs) and multi-generational wealth transfer strategies;
Evaluate and handle multi-state and international considerations and filings;
Foster practice growth internally with the development of AI initiatives, process improvements and externally assisting with client proposals;
Track continuous changes in tax laws and collaborate to implement best practices;
Mentoring, training and supervising new Associates and Seniors. Uphold the Firm’s high standards for team support and guidance; and
Participating in the recruitment of new staff and interns.

Qualifications:

Current and active CPA license;
Bachelors or Masters degree focused in Accounting or Taxation, JD or LLM;
6-10 years of public accounting taxation experience serving ultra-high-net worth clientele;
Driven, self starter with passion for serving external clients;
Strong knowledge of technical tax platforms, research tools and MS Office tools;
Excellent communication and interpersonal skills for building and maintaining client relationships; and
Strong leadership abilities and experience managing a team of tax professionals.

The expected salary range for this position is $120,000 - $230,000 per year. Actual placement within this range is determined by the candidate’s experience, qualifications, education, and geographic area.

Applicants must be authorized to work in the United States. This position is not eligible for sponsorship and we do not sponsor applicants for work visas. It is our policy and intent to provide equal opportunity to all persons without regard to race, color, religion, sex, pregnancy, marital status, sexual orientation, age, national origin, disability, or medical condition as defined in state and federal laws. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

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wealth solutions investment jobs in lafayette tn

Tax Manager or Senior Manager - Ultra-High Net Worth Practice

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