Senior Tax Manager
Rider Levett Bucknall RLB
Director of Tax Strategy
Kestra Financial
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
Lead
About the role
- Lead tax operations—preparation, planning, and strategy
- Prepare and review individual and business returns
- Identify proactive planning opportunities for high-income and high-net-worth clients
- Build workflows, templates, and systems for scale
- Collaborate with financial advisors on integrated client plans
- Stay current on tax code changes and lead firm-wide application
- Prepare for future hiring and leadership as the division grows
- Actively prepare returns, craft planning strategies, and collaborate with the wealth advisory team
Requirements
- 5+ years of tax prep and planning experience
- CPA or Enrolled Agent (required)
- In-depth understanding of tax law, financial statements, and planning strategies
- Experience with high-net-worth individuals or business owners
- Strategic thinker, self-starter, and natural problem solver
- Comfortable working solo—but excited to lead and build
- Experience with Drake Tax Software is a plus
- Prepare and review individual and business tax returns
