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© All Rights Reserved. ApplyBlast.com
Annex Wealth Management
The Tax Manager role at Annex Wealth Management focuses on providing proactive tax planning and serving as a senior reviewer for complex individual income tax returns. This position emphasizes a collaborative team environment and client education, allowing professionals to move beyond high-volume compliance into strategic wealth management. The role is based in Brookfield, WI, and offers a hybrid work arrangement for the right candidate.
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.
10% above the average for this role