The Bahnsen Group
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
Minimum of 8 years 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 Exhibit a comprehensive knowledge of the tax issues facing individuals while also having knowledge of S-corps, Trusts, Partnerships, and Non-profits Detail-oriented, possess excellent time management and prioritization skills Experience with CCH Axcess, CCH Workflow, Holistiplan (preferred) Proficiency in MS Office applications (Word, Excel, and PowerPoint) CONSIDERATION
Salary commensurate with experience Full benefits package including medical, dental, vision, and disability 401(k) plan with TBG contribution of 3% of compensation Discretionary annual bonus
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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 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
Minimum of 8 years 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 Exhibit a comprehensive knowledge of the tax issues facing individuals while also having knowledge of S-corps, Trusts, Partnerships, and Non-profits Detail-oriented, possess excellent time management and prioritization skills Experience with CCH Axcess, CCH Workflow, Holistiplan (preferred) Proficiency in MS Office applications (Word, Excel, and PowerPoint) CONSIDERATION
Salary commensurate with experience Full benefits package including medical, dental, vision, and disability 401(k) plan with TBG contribution of 3% of compensation Discretionary annual bonus
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