Annex Wealth Management LLC

Compensation

Full Description

Description Are you a highly analytical and experienced tax professional ready to make a significant impact by leading essential tax functions for a growing, fiduciary-focused investment firm and its clients? Tax Manager - Remote We are seeking a detail-oriented and proactive Tax Manager to join our tax and accounting team in Libertyville, IL. This critical role ensures the organization and its clients comply with all tax laws and regulations while optimizing financial performance. Annex Wealth Management – Know the Difference Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? ‘Know the Difference’ applies to our employees too. We are a proud seven-time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our employees list our vibrant culture and engaged teams as two of our best features! Annex Wealth Management is a privately held, full-service registered investment advisor acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more. Communication and Education are key to Annex Wealth Management’s growth. Check us out on YouTube, our multiple podcasts, “Money Talk” on WTMJ; “The Investment Show” on WISN; and “The Annex Wealth Management Show” on WHBY and WFSX. Our Values At Annex Wealth Management, our values aren’t just words – they guide how we work every day: Knowledge Accountability Integrity Courage Respect Ownership Does this resonate with you? We're looking for positive, talented individuals who naturally embody these principles in their work and interactions. If you're ready to join a culture where these values are the foundation of everything you do, we’d love to hear from you. What You’ll Do In this role, you will be involved in all tax-related aspects and activities for the organization and our clients. You will play a crucial role in maintaining tax compliance, staying current on new tax laws, and actively managing client relationships. Tax Preparation & Review: Oversee the preparation, review, and final approval of tax returns (individual, trust, and gift) and related documents to ensure accuracy and timely filing. Client Management & Leadership: Lead all aspects of individual, trust, and gift tax return engagements, managing client communication and the overall client relationship. Mentor, train, and guide team members on tax return preparation and other complex tax matters. Tax Strategy & Planning: Develop and Execute tax strategies to minimize client liabilities and optimize their effective tax rate, moving beyond simple compliance work. Compliance & Research: Conduct continuous tax research to stay current on new tax laws and apply them proactively to benefit clients. Manage any tax audits or inquiries, representing the firm and its clients professionally. Issue Resolution: Review and respond to various client tax notices and resolve complex issues. Requirements What You’ll Need to Succeed Experience: 5+ years of experience in preparing and reviewing tax returns, with a strong desire to focus on strategy, planning, and advising clients Public Accounting: 5+ years of public accounting experience preferred Review Experience: 3+ years of experience reviewing individual income tax returns, specifically in Illinois and Wisconsin Designation: Hold a CPA, EA, or JD designation Comprehensive Benefits We deeply value your leadership, talent, time, and commitment. In return, we offer a total rewards package designed to recognize and appreciate your contributions. This includes a comprehensive suite of: Health Benefits: Medical, Dental, and Vision insurance Retirement: 401(k) Retirement Plan with an employer contribution Financial Security: Life & Disability Insurance Time Off: Generous Paid Time Off (PTO) and summer hours Growth: Opportunities for professional growth and development Culture: Company events, including get-togethers, our Annual Picnic, and celebrations of company milestones This position is being offered remote, on-site is preferred, we'd love to have you interact with our team in person! We are committed to providing an environment where you can thrive and achieve your full potential. Equal Employment Opportunity: Annex Wealth Management is an equal opportunity employer. We are committed to providing a work environment free from discrimination and harassment. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status. We encourage applicants of all backgrounds to apply.