Job Description
This is a remote position. About the Firm Our client is a registered investment advisory (RIA) firm headquartered in Texas. The firm operates under a fiduciary standard and is built around a client-first philosophy, offering a fully integrated approach across financial planning, portfolio management, and income planning. Their client base is predominantly retired individuals with Social Security income, pensions, investment and stock accounts, and straightforward single-state filings. The firm has been offering tax preparation as part of its integrated service model, with that work currently handled by outside providers. They're now ready to bring it fully in-house, and the Tax Manager will step into an existing book of client work from day one. About the Role The Tax Manager will be stepping into a well-established environment with an existing client base and integrated workflows already in place. While tax compliance is a new internal function, the foundation is already there: a well...