The Bahnsen Group
Overview
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 strive to be extraordinary in the impact we have on our clients' financial lives, and to maintain an exceptional culture for our employees. The Bahnsen Group is a private wealth management firm with offices in ten locations across the country and a growing team. The firm manages client capital, and is recognized by Barron’s, Forbes, and the Financial Times for its advisory leadership. The company was founded in 2015 as a liftout from Morgan Stanley and has grown with a client-centric, high-touch service model. 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 Lead client meetings to address tax inquiries and provide strategic recommendations Collaborate with advisors and internal teams to ensure compliance with federal and state tax regulations Analyze 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
Minimum of 8 years of experience in a public accounting firm or an RIA, serving in a Tax Manager or Senior Tax Manager position Active CPA or JD certification required Bachelor's degree in accounting, finance, economics, mathematics, or related fields Knowledge of tax issues affecting individuals, plus familiarity with S-corps, trusts, partnerships, and non-profits Detail-oriented with excellent time management and prioritization skills Experience with CCH Axcess, CCH Workpaper, and Holistiplan (preferred) Proficiency in MS Office applications (Word, Excel, PowerPoint) Consideration
Salary commensurate with experience Full benefits package including medical, dental, vision, and disability 401(k) plan with Bahnsen Group contribution of 3% Discretionary annual bonus Seniority level
Mid-Senior level Employment type
Full-time Job function
Management and Finance
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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 strive to be extraordinary in the impact we have on our clients' financial lives, and to maintain an exceptional culture for our employees. The Bahnsen Group is a private wealth management firm with offices in ten locations across the country and a growing team. The firm manages client capital, and is recognized by Barron’s, Forbes, and the Financial Times for its advisory leadership. The company was founded in 2015 as a liftout from Morgan Stanley and has grown with a client-centric, high-touch service model. 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 Lead client meetings to address tax inquiries and provide strategic recommendations Collaborate with advisors and internal teams to ensure compliance with federal and state tax regulations Analyze 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
Minimum of 8 years of experience in a public accounting firm or an RIA, serving in a Tax Manager or Senior Tax Manager position Active CPA or JD certification required Bachelor's degree in accounting, finance, economics, mathematics, or related fields Knowledge of tax issues affecting individuals, plus familiarity with S-corps, trusts, partnerships, and non-profits Detail-oriented with excellent time management and prioritization skills Experience with CCH Axcess, CCH Workpaper, and Holistiplan (preferred) Proficiency in MS Office applications (Word, Excel, PowerPoint) Consideration
Salary commensurate with experience Full benefits package including medical, dental, vision, and disability 401(k) plan with Bahnsen Group contribution of 3% Discretionary annual bonus Seniority level
Mid-Senior level Employment type
Full-time Job function
Management and Finance
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