Description
About the Role:
We are seeking an enthusiastic and detail-oriented Tax Manager to lead the development and success of our new tax division. As a crucial part of our team, the Tax Manager will work closely with our lead advisors, helping to deliver comprehensive tax planning, strategy, and preparation services to our clients.
Your role will be twofold. You will, naturally, lead the “behind-the-scenes” technical tax work, assisting in the preparation of tax returns, conducting research, and supporting our tax planning initiatives. You will also sit in on client meetings (alongside our Lead Financial Planners) to discuss a client’s tax return & broader tax planning goals. Your work will provide the foundation for our Lead Advisors to present top-quality tax strategies and results.
Upon hiring for this role, we will be looking for a tax associate who will serve under you & whose primary role will be the tax filing process itself.
Initial Job Responsibilities:
- Assist with preparing individual, corporate, and partnership tax returns.
- Conduct tax research to answer tax-related questions that arise during financial planning or tax preparation processes.
- Collaborate with our financial planners to integrate tax strategies into broader financial plans.
- Help gather client data and ensure all documentation is properly organized and complete for tax filing.
- Build out detailed tax reports and memos for use by lead advisors during client meetings.
- Stay up to date with current tax laws, policies, and regulations to ensure compliance and optimal tax outcomes.
- Participate in firm-wide training sessions to enhance your tax knowledge and contribute to continuous improvement.
- Support the development of new workflows and processes in the tax division as the team expands.
About the Firm:
Hi! My name is Gideon Drucker, CFP® AIF® ECA, and I am the CEO of Drucker Wealth.
Our team’s focus is working with individuals and young families (aged 35-55) who are looking to build a financial roadmap with a true partner that will grow with them as their lives evolve.
Though our firm has been around since 1959, we began working with this demographic 7 years ago as I realized my passion for working with mid-career professionals seeking financial guidance as they move through life—not just with those who are already retired or have a high net worth.
We are a 3rd generation financial planning & wealth management firm (Drucker Wealth is an independent RIA) that is family-owned (for over 70 years) with 12 team members and over 800 client relationships.
Our clients are people we genuinely enjoy working with! We operate with the mindset of “brutal honesty and radical transparency,” and strongly believe in educating our clients on how behavior will impact financial preparedness.
We are a fully virtual team, with clients and team members all over the country. We have two divisions: one focused on retirement and income for clients aged 55+, and the other—the Wealth Builder Division—centered around high-income-earning 36–49-year-old families in the accumulation phase of life.
We are a fast-paced, high-energy firm committed to both providing exceptional day-to-day client experiences and significantly growing the number of client relationships and team members every single year.
As our firm has grown (and the industry has evolved) we have realized that having tax-preparation services in-house would be a huge value-add for our clients and allow our financial planners to integrate our tax-advice even more thoroughly and efficiently.
We are committed to becoming even more of a “one stop shop” for our clients' financial affairs and building our tax division is the next hurdle to clear in making this a reality!
We are not looking to become a volume-focused accounting firm...quite the opposite! We will only be providing tax services (preparation, projections, filing, planning) for wealth management clients of our firm.
Benefits & Salary:
- Competitive base salary with bonus & incentive potential.
- After a 6-month period, participation in our 401k program with a 3% match, defined benefit pension, synthetic equity, and partially subsidized health insurance.
- We are a virtual team, valuing personal responsibility and accountability.
- Semi-annual team retreats in NYC for collaboration, future planning, and fun activities.
- Support for continuing education, including training in tax, communication, and advanced industry credentials.
- A mentorship-rich environment offering valuable guidance and career development.
Growth Opportunities:
As Drucker Wealth Tax Division's first hire, you will have the opportunity to help shape our tax division and play an instrumental role in its success. You will be working directly and daily with our Firm’s CEO to craft every aspect of this new service offering. There will be opportunities to expand your skills through webinars, certifications, and industry-specific training, as well as the chance to specialize in specific tax areas over time.
We are in a growth mode and believe in providing limitless career opportunities for our team members. There is no cap on the future potential for income, role expansion, or leadership opportunities within the firm.
Requirements
Must-Have Qualifications & Attributes:
- 5+ years of experience in tax preparation or a related role.
- Experience signing tax returns and being the final signoff
- Proficiency in tax software (such as Lacerte, Drake, or UltraTax).
- Bachelor's degree in accounting, Finance, or a related field (CPA or Enrolled Agent certification required).
- A continuous learner with a desire to relentlessly improve processes and deliverables.
- Strong attention to detail and ability to handle multiple tasks in a fast-paced environment.
- A team-player mentality, with a willingness to do any task to support the firm’s goals.
- Comfortable working in a fully virtual environment, demonstrating personal responsibility and open communication.
- Strong analytical skills, problem-solving abilities, and an ability to work independently when needed.