Tax Manager - High Net Worth Individuals

We are an established, independent wealth management & financial services firm with over $80 Billion in AUM and continuing to grow. We've been in business for over 25+ years and work exclusively with High Net Worth & Ultra High Net Worth Individuals & their businesses.We are currently seeking an experienced Tax Manager / Senior Tax Advisor to join our team. This is a full time, 100% Remote position. In this role, you will be responsible for tax preparation & review, tax planning, strategy and client relationship management.Key ResponsibilitiesPreparation & Review of Individual returns along w/ Partnership, Corporate, Trust & Gift tax returns Advising clients of ongoing tax strategy Research and consult on complex tax issues Engage & identify in tax planning and business planning opportunities Develop long term relationships with clients QualificationsMinimum of five years experience working at a public accounting or wealth management firm Active CPA, EA or JD is required Bachelor's Degree in Accounting or related field Tax Preparation & Review of High Net Worth & Ultra High Net Worth Individuals Ability to manage client expectations and relationships Experience performing tax research and resolving complicated issues BenefitsSalary: $120k - $150k Annual bonuses (10 - 15%) 100% Remote from home role Medical, Dental & Vision Insurance Employer paid Life InsurancePaid parental leave 5 Weeks PTO 10 Paid Holidays401k (match & profit sharing) Trainings and professional development Email Your Resume In Word ToLooking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:alex.higgins@Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : AM8-1826398 -- in the email subject line for your application to be considered. Alex Higgins - Lead RecruiterFor this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.This job was first posted by CyberCoders on 10/23/2024 and applications will be accepted on an ongoing basis until the position is filled or closed.CyberCoders is proud to be an Equal Opportunity EmployerAll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

Created: 2025-01-14