Tax Manager

Oversee all client-related tax functions, including but not limited to review of tax returns, recommendation of estimated tax payments, and resolution of IRS requests

and audits for individuals, trusts, partnerships, foundations and corporations. Ensure all deliverables are provided timely and consistently with stated commitments.

• Work closely with the Advisory Team to identify client specific planning opportunities and ensure all tax matters are handled consistently across each family’s

inter-related entities.

• Review trust and partnership agreements as well as estate planning documents to ensure all tax matters are dealt with appropriately for the effected taxpayer.
• Communicate recommendations regarding tax payments, tax positions and potential future issues with the Advisory Team. The majority of communications will be in

email or memo format and so strong writing skills are required.

• Supervise tax associates. Oversee assignments of tax projects and manage staff workloads as well as mentor staff in their professional development.
• Perform and review tax research, planning projects, and other miscellaneous duties as assigned. Maintain knowledge of current tax legislation and issues that

affect TWM’s high net worth families and update the Advisory Team as appropriate.

Minimum Position Requirements:

• CPA certification
• 5 or more years of relevant tax experience
• Supervisory experience
• Ability to multi-task
• Ability to function in a fast paced environment
• Must consent to and have favorable consumer report, background check and drug/alcohol test.

Other Essential Candidate Traits:

• Experience using ProSystems and BNA Income Tax Planner
• Strong interpersonal, organizational and communication skills
• Possess initiative and the ability to make decisions within guidelines
• Attention to detail
• Willingness to learn, expand responsibility

About Tolleson Wealth Management

We are a private, multi-family office serving a select group of clients with substantial wealth. The wide range of wealth management services we provide help simplify our clients’ financial needs and express their family values. Our team is made up of self-starters who enjoy a workplace that’s collaborative and engaging. Together, we foster a culture that embraces teamwork, creativity, fun and excellence. Interested in working with us? We’re looking for talented individuals to help us sustain our passionate and purposeful approach.

Tolleson Wealth Management is an Equal Opportunity Employer