About this opportunity
Annex Wealth Management, LLC. lists this On-Site Senior Tax & Wealth Planning Manager opportunity in town of brookfield, Wisconsin. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Annex Wealth Management is seeking an experienced Tax Manager to advance beyond high-volume compliance into proactive tax planning for high-net-worth clients. You will lead complex 1040 reviews, collaborate with wealth planners, and guide clients through tailored tax strategies in a collaborative, on-site environment.
The role emphasizes continuing education, use of tax/financial software, and staying current with tax changes. Hybrid options may be considered for the right candidate.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.