Delta Wealth Advisors is an integrated financial services firm dedicated to creating transformations in life and business for executive families and entrepreneurs. We are a team of credentialed professionals dedicated to optimizing our clients’ net worth through a proactive advisory partnership. By leveraging our diverse technical expertise that goes beyond compliance, we help our clients buy back time and achieve their financial goals.

If you want to belong to a highly collaborative, growth-minded firm that offers a hybrid work environment, exposure to a variety of business lines, and a healthy team culture, Delta Wealth Advisors will be a great fit for you!

Here’s a little more about the role we’re hiring for:

As the Tax Manager (Lead Advisor I – Tax), we are counting on you to manage the day-to-day operations of the tax department, providing expert guidance and advisory service to clients, and contributing to the overall success and growth of the firm's tax advisory practice.

You will enjoy this type of work if you get, want, and have the capacity to:

• Serve as a key point of contact for clients, building and maintaining strong relationships by providing proactive tax planning, consulting, and advisory services to help clients minimize tax liabilities, optimize financial strategies, and achieve their financial goals.
• Build, lead, and manage a team of tax professionals by creating a collaborative and supportive work environment that fosters professional growth and development through mentorship-style guidance, training, and performance evaluations.
• Proactively identify, assess, and provide effective solutions to ensure the team’s successful execution of tax projects.
• Prepare, review, and file various tax returns in an accurate and timely manner, while also ensuring compliance with relevant tax laws and regulations.
• Stay current with tax laws, regulations, and industry trends, and conduct research to provide insights and solutions to complex tax issues.

On Day 1, you should already have:

• Bachelor's degree in accounting, finance, or related field
• Certified Public Accountant (CPA) certification and license
• Minimum of 5-8 years of relevant experience in tax preparation, compliance, accounting, or advisory services, with a strong foundation in tax laws, regulations, and client interactions
• Exceptional client service and interpersonal skills
• Effective communication and organizational skills
• An ability to manage multiple projects/priorities and remain calm under pressure without sacrificing speed or accuracy in a deadline-driven environment
• Proficiency in Thomson Reuters UltraTax CS, SurePrep, QuickBooks Desktop/QuickBooks Online, and Microsoft Office Suite
• High comfort level working in a technology-forward environment and high adaptability to learning new technology/software/accounting systems

We train our team to help them succeed, but you will be ahead of the game if you also have:

• Working experience utilizing project management software (Canopy preferred).
• Experience implementing EOS (Entrepreneurial Operating System).

Some of the vast rewards of working here include:

• Base salary that begins at $95,000 (aligned with the level of knowledge and experience you bring)
• Unlimited Paid Time Off (suggested minimum of 15 days per year)
• 11 Paid Holidays including full-week office closures for Independence Day and Christmas
• Hybrid workplace model to support work-life integration
• Kind and generous Parental Leave policy
• Employer-paid Medical, Dental, and Vision coverage (with the option to add dependents)
• 401(k) eligibility on Day 1 (with a 3% employer contribution)
• Employer contribution to your HSA (if applicable)
• Company-provided Basic Life Insurance (benefit provides 100% of your annual salary up to a maximum of $100,000 and includes Accidental Death & Dismemberment coverage)
• Free financial planning advice and tax preparation services
• Professional development stipend (accreditations, designations, industry-related conferences, and CPE opportunities)