Location
Newport Beach
Job Type
Full-time
Posted
July 04, 2026
Job Description
Senior Tax Manager
Our wealth management client is a 55+ year comprehensive financial services firm committed to helping their clients achieve their goals of long-term financial security. The firm offers a robust range of service offerings to help our clients reach their goals, including: Financial Planning, Wealth Management, Business Planning, Insurance Planning and Tax Planning.
Who We are Seeking:
- Someone looking to take the tax services to the next level for their clients
- Possesses excellent interpersonal skills
- Someone who demonstrates determination and commitment
- Someone who has an entrepreneurial mindset
What You'll Do:
The essential functions include, but are not limited to the following:
As the Tax Manager, you will:
- Establish and grow the firms tax services department, in...