Job Description:
Parallel Advisors is looking for a results-driven, experienced Tax Manager for our rapidly expanding tax department. You will be joining a fast-growing Registered Investment Advisory firm with a culture of entrepreneurship, education, and collaboration. Our Tax Manager will work closely with our Tax Team, clients, and financial advisors to deliver high-touch, comprehensive service to our clients. This role requires a strong understanding of complex tax issues, excellent client-facing capabilities, and the ability to manage multiple priorities in a fast-paced, personalized environment.
This position will work to aid our organization in maintaining a high level of service to our clients in the areas of tax compliance, tax advisory, and proactive planning. You may also be asked to work with other cross-functional teams on other duties, such as financial projections, which support our service model and the overall mission of the Firm.
This is a fully remote role. It can be based in any state Parallel Advisors, LLC operates in.
Job Description: Parallel Advisors is looking for a results-driven, experienced Tax Manager for our rapidly expanding tax department. You will be joining a fast-growing Registered Investment Advisory firm with a culture of entrepreneurship, education, and collaboration. Our Tax Manager will work closely with our Tax Team, clients, and financial advisors to deliver high-touch, comprehensive service to our clients. This role requires a strong understanding of complex tax issues, excellent client-facing capabilities, and the ability to manage multiple priorities in a fast-paced, personalized environment. This position will work to aid our organization in maintaining a high level of service to our clients in the areas of tax compliance, tax advisory, and proactive planning. You may also be asked to work with other cross-functional teams on other duties, such as financial projections, which support our service model and the overall mission of the Firm. This is a fully remote role. It can be based in any state Parallel Advisors, LLC operates in.
Salary based upon experience (Salary Range: $115,000 - $130,000)
Opportunity for a discretionary, semi-annual incentive award (Eligible for a 15% performance bonus)
Benefits including health care, dental, vision, and 401K matching
Opportunity for support of professional development and continuing education requirements and other professional development.
Duties and Responsibilities
Qualifications
Company: Parallel Advisors, LLC
- Parallel Advisors is a fast-growing, independent, Registered Investment Advisory firm. We are headquartered in San Francisco, CA and have offices in Arizona, Colorado, Hawaii, Michigan, Ohio, and Texas.
- To enhance our clients’ futures, we seek to know where they are today and where they want to be tomorrow. That means understanding not only their assets, such as concentrated stock holdings, real estate, and earning potential but also their aspirations, including all of their future financial goals.
- With this information in-hand, we chart, assess, and evaluate different scenarios based upon their unique objectives, risk tolerances, and time horizons. From this insight, we build a financial framework from which all our recommendations – including savings directives, insurance requirements, and investment strategies – flow. This framework provides a repeatable, measurable way to make objective decisions as to how to allocate their assets now and into their future.
- We offer our clients an open array of investment solutions, fee-based, and independent of any proprietary platforms.
- At Parallel, we combine the best advisors, support staff, and industry-leading technology in collaborative partnership to offer our clients an extraordinary experience.
- Parallel Advisors, LLC is an Equal Opportunity Employer.
BA/BS in Finance, Accounting or related field; active CPA or IRS Enrolled Agent; 7+ years preparing complex tax returns for high-net-worth clients; experience with tax software and QuickBooks Online preferred; CRM experience a plus.
Key Responsibilities
- preparing tax returns
- analyzing client books
- performing tax research
Skills & Tools
Lacerte, Ultra Tax CS, CCH Axcess, ProSystem fx, SurePrep, QuickBooks Online, Salesforce
Job Details
- Category: Finance and Accounting
- Seniority: Senior Level
- Commitment: Full Time
- Workplace: Remote — United States
- Salary: USD 115,000 – 130,000 / year
- Languages: English
Benefits
- 401k matching
- Retirement plan
About Parallel Advisors
A fast-growing independent Registered Investment Advisory firm offering comprehensive financial and tax services. — Industry: Finance