Tax Manager is responsible for managing the tax accounting staff and the tax planning, reporting, and compliance functions. Oversees the preparation of all tax filings and reporting in compliance with all required regulations. Being a Tax Manager evaluates the tax implications of company activities and develops strategies to minimize the tax obligations. Advises management on future changes to tax regulations and possible impact to the organization. Additionally, Tax Manager may manage and direct relationships with vendors and advisors. Requires a bachelor's degree. Typically reports to Tax Director or Top Tax Executive. The Tax Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be a Tax Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)
Instructions for applying for this position.
Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also, in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions, as well as help us get to know you. Note that you must follow these exact instructions, or your resume will be rejected. Thank you.
Administrative Assistant/ Office Manager
Looking for a highly organized and motivated individual who is interested in a long-term opportunity to help shape an already successful Wealth Management practice. Individual must be detail and service-oriented, able to prioritize and manage multiple projects and work in a fast-paced environment.
In addition, the appropriate candidate will possess the following abilities:
Strong verbal and written communication skills
Cool and calm under pressure
Proficient in technology platforms including Microsoft Word and Excel
Good Listener
Enjoys working with the public, providing excellent client service
Independent and self-motivated
Problem solver, ability to anticipate and understand future steps necessary to accomplish tasks
Enthusiastic
Flexible
High Energy
Excellent organizational skills and great attention to detail
Professionalism
Helpful:
Previous securities industry
Work responsibilities will include the following:
Client Service
Manage incoming calls
Assist in scheduling appointments
Prepare for client meetings
Enter notes and tasks into CRM
Maintain and organize client records
Handle client service issues as they arise
Handle client meeting follow-up tasks as delegated
Manage new client onboarding process
Operations
Inventory and order office supplies
Assist in managing office technology and service
Markets
Assist in maintaining and updating social media
We offer paid time off, competitive pay, and 401k benefits. Our culture is focused on improving our clients’ lives. This is your chance to play a key role in the continued success of our company.
For more information about our company, please visit our website www.mswealth.com
Job Type: Full-time in office position
· Pay: starting salary $50,000.00 to $55,000 per year based on experience.
Job Type: Full-time
Pay: $50,000.00 - $55,000.00 per year
Benefits:
Schedule:
Supplemental pay types:
Experience:
Ability to Relocate:
Work Location: In person
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