Tax Manager - Remote Role

Why not consider a great new place to work as a Tax Manager. Our team is operating in a hybrid environment - choose to come into the office, collaborate on Teams, or be fully remote!

We offer a competitive benefits package with ample PTO and a 401k plan with company matching. We offer paid continuing education, a dedicated coaching and mentoring program, employer-paid dependent care assistance, and tuition reimbursement plus a CPA incentive program. We dress for our day here, where you have the freedom to look at your calendar and dress down or up based on what your day looks like. We also offer perks during busy season including nightly dinners, weekly treats, and fun activities to keep you motivated.

We plan regular team-building events and family-friendly functions along with volunteer opportunities throughout the year. Our Foundation was established in 2006 and contributes to charities supported by our team members. We also support annual scholarships through the WB Foundation for students pursuing accounting and finance educations. Our Associate’s Council gives each member of the firm a voice. Monthly meetings with HR can result in a change in policy, new initiatives, or engaging activities.

Responsibilities of this position include:

• Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise.
• Manage and implement multiple projects simultaneously, which include client interviews, computations, analysis, data gathering, and coordination of Windham Brannon and client resource.
• Conduct research and analysis of a wide range of tax issues unique to high net worth clientele.
• Motivate and mentor junior staff members by providing them with leadership, counselling, and professional guidance.
• Start to develop new business relationships with potential clients and company personnel to grow Windham Brannon’s clientele base and work to foster on-going efforts to obtain additional opportunities for the Firm.

The qualifications and experience we are targeting include:

• A minimum of 5 years of experience in Public Accounting at the Senior or Manager level.
• An active CPA license.
• Prior experience supervising tax professionals on a project or engagement basis.
• Experience working with high net worth individuals and multi-generational families.
• Expertise in areas including income tax planning, estate and gift planning, international tax, and tax controversy.
• Experience with business clients in a variety of industries.