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Tax and Accounting Manager

HCM Wealth Advisors is a successful Wealth Management Firm seeking a dedicated individual to lead its Tax and Accounting Team. 

HCM Wealth Advisors is a 100% employee-owned, growing, multi-generational firm. Tax and accounting professionals who appreciate the value of integrating tax planning into life-long wealth plans and find the prospects of building new client relationships, earning referrals, and helping to lead the growth of the firm will find this to be an excellent opportunity. 

A successful candidate will be interested in leadership and partnership.

Candidates must have obtained their CPA or JD/LLM in Taxation and have substantial Public Accounting experience.

Responsibilities

Lead Tax Planning for High-Net-Worth Individuals

  • Multi-year tax planning
  • Sustainable withdrawal consulting
  • Tax efficient portfolio construction

Business Leadership and Firm Growth

  • Manage staff, workflows, and client relationships
  • Recruit, train, and mentor new team members
  • Develop new client relationships

Client-Facing Activities

  • Lead client tax planning meetings
  • Meet with client advisors (attorneys/insurance agents/accountants) as part of the HCM planning team to bring forward-looking tax perspectives to financial decisions

Compliance and Team Management

  • Participate in preparation and review of individual, business, and trust tax returns and financial statements
  • Provide technical support and supervision for tax preparers and accountants

Communication

  • Assist HCM’s Advisors in providing tax planning ideas and updates to Client.

Education and Experience Requirements

  • CPA designation or JD/LLM in Taxation
  • Tax preparation and review experience
  • Accounting experience
  • MS in Tax or Accounting a plus
  • CFP or CPA/PFS a plus

Learn More and Apply

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