What are the responsibilities and job description for the Tax Manager- Wealth Management position at CPS, Inc.?
My client, a small and growing wealth advisory firm in Chicago, is seeking a Tax Manager to lead a newly formed tax services group. The Tax Manager will form and grow an internal tax department which will be integral to their client service offerings.
Position Summary:
Position Summary:
- Review and finalize federal and state individual, fiduciary, partnership, S-Corporation, and gift tax returns and prepare these types of returns for more complex clients.
- Prepare tax planning projections for individuals and trusts as well as direct staff on client tax planning matters.
- Analyze and respond to notices from IRS and state agencies.
- Train staff on input and review of income tax returns. Develop dedicated tax staff to grow the department.