Seeking the extraordinaryTM! We invite you to explore career opportunities at The Colony Group, where we seek the extraordinary in all that we do.
With roots going back to 1986, The Colony Group is driven by one overarching vision: to be the leading financial advisory company in the word for clients and team members who seek meaning and joy in their lives. In our highly collaborative culture, a focus on purpose, connection, lifelong learning, diversity and inclusion, sustainability, and leadership development is core to our collective success. We strive to attract, develop, and engage the best talent in the industry to provide top investment, wealth and business management, tax, and other financial advisory services to high-net-worth and ultra-high-net-worth private and institutional clients. Across our hybrid working environment, we put our people first and focus on developing exciting career paths, prioritizing the physical and mental wellness of our people, and offering a culture where the needs of our employees and clients come first. We are united by our commitment to teamwork, collaboration, doing meaningful work, and having fun together, as well as fostering an environment where each person can thrive as part of a broader community.
Join The Colony Group in making your everyday extraordinary!
The Colony Group seeks a motivated and qualified individual for the position of Tax Manager. The individual selected for this opportunity will play an integral part of the Tax Advisory team and is responsible for the day-to-day activities, essentially acting as an expediter for all tax activities. In addition, this position will be responsible for managing, coordinating, and supporting the overall tax efforts for the firm to ensure we are meeting firm goals.
Primary responsibilities for this position include:
- Tax planning and preparation for high-net-worth individuals and their related entities;
- Performing first reviews on certain individual and fiduciary returns;
- Ensuring compliance with all federal and state filing requirements on behalf of clients;
- Acting as a resource to wealth management teams for tax planning, tax research, and ongoing education of tax-related developments;
- Assist the Director of Tax Services with regularly educating permanent and seasonal tax preparation staff;
- Assist the Director of Tax Services with communicating relevant tax developments to clients through newsletters, social media, and/or other communications
Qualifications:
- A CPA or JD with a minimum of 6+ years’ relevant experience.
- A demonstrated focus on preparing individual and fiduciary tax returns with a primary focus on high-net-worth individuals and families.
- Superb written and verbal communication skills.
- Proficiency in Microsoft Office applications, including Excel, and proven ability to learn other technology.
- Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills; and
- Ability to work in a fast-paced, multi-office environment and to juggle multiple and competing tasks and demands.
The position prefers:
- Experience preparing partnership, private foundation, and gift tax returns.
- Experience with ProSystem fx® Tax and BNA Income Tax™ Planner; and
- Big Four” or large regional accounting firm experience.
*This is an Exempt
$105-115k
* TCG made Investment News' highly selective list of the top 75 places to work for financial advisors: Best Places to Work | An InvestmentNews professional award (bestplacesforadvisers.com)
