Career Portal

Investment Tax Manager

Investment Tax Manager
Birmingham, Alabama (hybrid)
$100,000 - $120,000 + bonus 

Are you a public accountant with tax experience seeking better work/life balance and ready to take on an exciting new role with a well-established consulting and investment firm?

We are seeking a talented Tax Manager to join our client’s collaborative team, offering you the chance to transition from the fast-paced world of public accounting to a more balanced lifestyle while maintaining a clear growth path. Enjoy a hybrid schedule that offers flexibility, all while working with a close-knit group of professionals who support one another and are committed to your success.

Key Responsibilities:

• Tax Planning & Compliance: Lead strategic tax planning for high-net-worth clients, ensuring compliance with federal, state, and local regulations. Collaborate with the Investment Team to integrate tax strategies into comprehensive wealth management plans
• Client Interaction: Serve as a liaison between clients and internal teams, providing expert tax advice and addressing inquiries with tailored solutions aligned to their financial goals
• Team Leadership: Manage and mentor staff tax professionals, ensuring timely and accurate tax filings. Coordinate across departments to streamline processes and enhance client service
• Financial Analysis & Reporting: Conduct financial analysis to identify tax opportunities and mitigate risks, while staying informed on tax law changes. Oversee the preparation and review of tax returns, generating insightful reports for clients and stakeholders

Qualifications:

• Experience: Public accounting background with tax experience
• Skills: Strong knowledge of tax laws and regulations. Excellent communication and interpersonal skills
• Desire for Growth: Eager to transition into a consulting/investment role with a focus on high-net-worth clients and career development
• Team Player: A collaborative mindset with a passion for working in a positive, close-knit environment

PangeaTwo’s goal is to ensure that each recruitment opportunity yields rewarding dividends for both candidates and clients.  To survive in the employment world, we suggest you disengage your internal compass and allow us to lead you to unexplored opportunities in your career.  Allowing our professional recruiters to be engaged in your career transition might be more beneficial and satisfying to you.  PangeaTwo specializes in executive and support positions focused in Accounting, Administrative Support and Information Technology searches across the Southeast.  Allow our recruiters the opportunity to speak with you about our current opportunities.

At our clients’ request, only individuals with required experience will be considered.

Please note - if you have recently submitted your resume to a PangeaTwo posting, your qualifications will be considered for other open opportunities.

Your resume will never be submitted to a client without your prior knowledge and consent to do so.


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