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© All Rights Reserved. ApplyBlast.com
Annex Wealth Management
The Tax Associate role at Annex Wealth Management focuses on preparing individual tax returns while gaining experience in proactive tax planning and financial planning strategies. This hybrid position in Libertyville, IL, offers a collaborative team environment with a reasonable workload and no time tracking requirements. The role emphasizes continuous learning, advisor collaboration, and client interaction to deliver effective tax advice.
Annex Wealth Management delivers comprehensive, custom-tailored wealth management services to each client. Our fiduciary commitment and fee-only compensation help nurture a relationship rooted in trust.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Annex Wealth Management.
Annex Wealth Management didn’t post a salary, so this is our estimate from similar listings.
9% below the average for this role