Tax Manager

Description:

Tax Manager

OnePoint BFG Wealth Partners Parsippany, New Jersey, United States

At OnePoint BFG Wealth Partners, we are committed to empowering our partner advisors by providing exceptional financial advice and solutions. We believe in having a positive impact on the lives of those around us—our family members, friends, clients, and other members of the community. As a leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as a Tax Manager.

Position Overview:

We are seeking a Tax Manager for a growing tax department to provide high-touch tax planning, manage an offshore team for tax prep and filing, compliance, and advisory services to our high-net-worth clients and families. This role emphasizes client engagement and strategic guidance.

Key Responsibilities:

· Deliver exceptional tax planning, tax prep management, compliance, and advisory services for our high-net-worth clients.

· Manage and review work done by offshore tax team and file a variety of tax returns, including Forms 1040, 1041, 1065, and 1120-S, ensuring accuracy and timely submission.

· Lead client meetings to discuss tax-related inquiries and provide strategic recommendations.

· Collaborate with internal teams and advisors to ensure comprehensive federal and state tax compliance.

· Analyze tax returns to identify planning opportunities, efficiencies, and potential risks.

· Conduct research on complex tax issues and document clear responses to client and Advisor questions.

· Mentor and train junior tax staff as the department grows.

· Manage and execute special projects as assigned.

Qualifications:

· Minimum of 8 years of experience as a Tax Manager or Senior Tax Manager in a public accounting firm or RIA.

· Experience managing offshore tax team preferred.

· Active CPA certification is required.

· Bachelor's degree in accounting, finance, economics, or a related field.

· Comprehensive knowledge of tax issues affecting individuals, as well as S-corps, trusts, partnerships.

· Detail-oriented with excellent time management skills.

· Experience with Holistiplan is preferred.

· Proficiency in MS Office applications.

Why Join Us:

Joining our team means becoming part of a firm recognized by Financial Planning as one of the RIA to work for—a distinction that reflects our deep commitment to our people and our culture.

Here is why you should build your career with us:

• Impactful Growth: You will play a key role in the success of a leading firm, where your contributions directly influence our trajectory in a rapidly expanding industry.
• Award-Winning Culture: Work in a collaborative, supportive environment that prioritizes team cohesion and mutual success.
• Competitive Rewards: We offer a top-tier salary and comprehensive benefits package designed to attract and retain the industry’s best talent.
• Professional Advancement: Benefit from continuous development opportunities and long-term career progression.

Right to Revise:

This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice.

The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.

Requirements:

Qualifications:

· Minimum of 8 years of experience as a Tax Manager or Senior Tax Manager in a public accounting firm or RIA.

· Experience managing offshore tax team preferred.

· Active CPA certification is required.

· Bachelor's degree in accounting, finance, economics, or a related field.

· Comprehensive knowledge of tax issues affecting individuals, as well as S-corps, trusts, partnerships.

· Detail-oriented with excellent time management skills.

· Experience with Holistiplan is preferred.

· Proficiency in MS Office applications.