Senior Tax Manager

Job Description

Job Description

ABOUT

At the Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraordinary; extraordinary in the size and scope of our business, but more importantly, extraordinary in the impact we have on our clients' financial lives.

Consistently ranked as one of the top companies to work for, The Bahnsen Group is a private wealth management firm which has created an exceptional culture for its employees to participate in the fulfillment of its success. The Bahnsen Group has offices in ten locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; and Dallas, TX) and 85 employees. The firm manages over $8.0 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron's, Forbes, and the Financial Times. The company was founded in 2015 as a liftout from Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience.

OPPORTUNITY

The Bahnsen Group (TBG) is seeking a Senior Tax Manager to join their growing Tax Department. The role is a full-time, in-office position in our Phoenix, AZ location. The TBG Tax Department was launched in 2023 and has quickly grown to serve over 300 client households. Our goal is to provide an elite experience across all our services, including a distinct, high-touch tax experience. TBG CPAs intentionally maintain a lower-than-industry-average volume of tax returns to ensure a proactive and intimate client experience. The Senior Tax Manager is expected to possess a high degree of tax competency, a desire to engage with high-net-worth individuals, and a strong client-service attitude. The role provides service for existing TBG clients, and there is no expectation for business development or client acquisition responsibility. The Senior Tax Manager reports directly to the Tax Director.

RESPONSIBILITIES

• Provide exceptional tax planning, compliance, and advisory services to high net-worth and Family Office clients
• Review and file a variety of tax returns-including but not limited to Forms 1040, 1041, 1065, and 1120-S-ensuring accuracy and timely submission to the appropriate tax authorities
• Lead client meetings to address tax related inquiries and provide strategic recommendations
• Collaborate with advisors and internal teams to ensure comprehensive compliance with federal and state tax regulations
• Assist with analyzing individual and business tax returns to identify planning opportunities, efficiencies, and potential risks
• Conduct research on complex federal and state tax issues and prepare clear, well-documented responses to client questions
• Mentor, train, and support the professional development of junior tax staff members
• Manage and execute department-wide initiatives and special projects as assigned by the Tax Director

QUALIFICATIONS

CONSIDERATION