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© All Rights Reserved. ApplyBlast.com
EP Wealth Advisors
The Tax Manager at EP Wealth Advisors develops and manages comprehensive tax services for high net worth clients, including federal and state tax preparation, projections, and analysis. This client-facing role involves collaborating with advisors to provide strategic tax planning and creating detailed financial plans for clients with significant assets. The position also requires managing outsourced tax preparation workflows and serving as a key liaison with external tax providers.
Headquarters
Torrance, California, United States
Fee only financial advisors who manage your financial plan, integrate your taxes and estate, and create a custom portfolio that aligns with your goals.
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 EP Wealth Advisors.
20% above the average for this role