We are an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning.
Our firm delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. We are a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993, and still run by its original founders, we are primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth.
We are considered a great place to work and was once again given the prestigious Circle of Excellence award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America.
The Tax Manager is responsible for tax services provided to clients such as federal, state and local income tax preparation, tax projections and analysis, and notice resolution. This position will involve client-facing activities, providing comprehensive tax services to existing clients, and assisting our advisors and financial planning team with strategic tax planning. This is a full-time, Exempt role based out of Cincinnati, OH.
This position is a hybrid role if you are located near one of our offices.
Apply technical knowledge to prepare and review income, estate/trust and gift tax returns and provide staff with feedback Review situations and transactions to determine federal, state and local filing requirements Analyze and respond to IRS, state, and local tax agency notices
Participate in internal strategy discussions with clients and collaborate with their financial advisors Identify and resolve client tax related questions and issues
Exhibit strong communication skills (verbal; written; presentation) with clients, advisors, tax authorities, firm staff, and management
Performs other duties as assigned BS/BA Degree, accounting preferred Valid CPA license 6+ years individual, trust and gift tax return preparation and review experience
Proficiency in income tax planning and compliance
Multi-state tax preparation/filing experience preferred Form 1041 Trust & Estate and Form 709 Gift return experience
Strong Excel and other software skills
Intuit Lacerte tax software experience preferred
Excellent oral and written communication skills and attention to detail
Strong interpersonal and client service skills
Ability to handle multiple priorities, clients and tight deadlines
Benefits
10 Paid holidays per year
3+ weeks of PTO
30 hours of sick time per year
401k with employer match
Medical, Dental, Vision, Long Term Disability, Short Term Disability, Accident Insurance, Hospital Insurance
Applicants must be authorized to work in the U.S.
Vincent Steger is recruiting for this position and the positions below.
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