<p> </p> <h2 class="job-title">Senior Tax Manager</h2> <h3>Brookfield, WI</h3> <div class="col-xs-12 no-horiz-padding"> <p><em><strong>Are you an experienced Senior Level Tax Manager who enjoys doing tax prep, but want something different? Maybe you’re after a more reasonable workload, a truly collaborative team environment, or to move beyond high-volume compliance into proactive tax planning that adds greater value. If that resonates, please read on...</strong></em></p> <p>This is a full-time, on-site role. We may consider hybrid for the right candidate.</p> <u><strong>Key Responsibilities</strong></u></div> <div class="col-xs-12 no-horiz-padding"> <p> </p> <ul> <li><strong>Tax Preparation:</strong> Serve as a senior reviewer for individual income tax returns with higher complexity (primarily 1040s).</li> <li><strong>No Time Tracking –</strong> You will <u>NOT</u> be required to track your time.</li> <li><strong>Tax Planning:</strong> Utilize tax and financial planning software to analyze client tax situations and develop tailored strategies, including Roth conversions, charitable giving, and other wealth management-specific techniques.</li> <li><strong>Team Collaboration: </strong>Work closely with financial planners, wealth managers, and your fellow tax experts to provide exceptional tax preparation and tax planning advice.</li> <li><strong>Client Education: </strong>Assist wealth managers and clients with complex individual tax matters related to both tax compliance and personal tax planning. Conduct occasional client meetings to address tax questions and provide guidance.</li> <li><strong>Continuing Education:</strong> Stay current on updates within areas of tax and wealth management.</li> <li><strong>Technology Adoption:</strong> Embrace new technologies to improve tax preparation and planning efficiency.</li> <li><strong>Focused Role</strong> – No sales, marketing, or business development responsibilities of any kind.</li> </ul> <p> </p> <h3><u><strong>Annex Wealth Management</strong></u> <strong>– Know the Difference</strong></h3> <p>Join Our Growing Team in Brookfield!</p> 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 <u>vibrant culture</u> and <u>engaged teams</u> as two of our best features!<br> <p>Annex Wealth Management is a privately held, full-service advisory and wealth management firm 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.</p> <br> <p>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.</p> <p>At Annex Wealth Management, our values aren’t just words – they guide how we work every day:</p> <ul> <li><strong>Knowledge</strong></li> <li><strong>Accountability</strong></li> <li><strong>Integrity</strong></li> <li><strong>Courage</strong></li> <li><strong>Respect</strong></li> <li><strong>Ownership</strong></li> </ul> <p><strong>Does this resonate with you?</strong> 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 we do, we'd love to hear from you.</p> <p> </p> </div> <div class="col-xs-12 no-horiz-padding"> <p class="drawer-body-p"> </p> <h3><u><strong>What You’ll Need to Succeed</strong></u></h3> <p> </p> <ul> <li>CPA, EA, or tax attorney required.</li> <li>Minimum of 5 years of individual income tax preparation experience.</li> <li>Strong background in wealth management and financial planning, with a focus on high-net-worth individuals.</li> <li>Certified Financial Planner™ (CFP®) or Personal Financial Specialist (PFS) designation strongly preferred or willingness to obtain within two years.</li> <li>Excellent communication and interpersonal skills.</li> <li>Strong analytical and problem-solving abilities.</li> <li>Proficient in tax and financial planning software.</li> <li>Ability to work effectively in a team-oriented environment.</li> <li>Familiarity with CCH Axcess and Holistiplan is a plus.</li> <li>Series 65 license or equivalent is required to be obtained within 180 days.</li> <li>Experience with HNW & UHNW</li> </ul> <p> </p> <p> </p> <h3><u><strong>Comprehensive Benefits</strong></u></h3> <p>We deeply value your leadership, talent, time, and commitment. In return, we offer a total rewards package designed to recognize and appreciate your contributions.</p> <p>Th