Fully Remote HNWI. Trust and Estate Senior Tax Manager 140k-200k - CyberCoders
Philadelphia, PA 19019
About the Job
Job Title: Tax Manager - High Net Worth Individuals
Location: Offices locations - Philadelphia, Dallas, Chicago, Los Angeles, Washington DC, Miami,
Fully Remote Position (140k -200k)
Job Type: High Net worth/ Trust and Estate focused
About Us
With multiple offices across the country we pride ourselves on providing exceptional accounting and tax services to our clients, with a focus on high net worth individuals and families. We understand that our people are our greatest asset, and we strive to create a supportive work environment that promotes work-life balance and professional growth.
Position Overview
We are seeking a knowledgeable and motivated Tax Manager /Senior Tax Manager to join our team. In this role, you will primarily focus on managing the tax needs of high net worth individuals, with an emphasis on completing and reviewing trust and estate tax returns. You will collaborate closely with clients to provide tailored tax strategies that align with their financial goals.
Key Responsibilities
Please submit your resume and a cover letter detailing your experience and qualifications to delano.williams@cybercoders.com
Looking 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:
All 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.
Location: Offices locations - Philadelphia, Dallas, Chicago, Los Angeles, Washington DC, Miami,
Fully Remote Position (140k -200k)
Job Type: High Net worth/ Trust and Estate focused
About Us
With multiple offices across the country we pride ourselves on providing exceptional accounting and tax services to our clients, with a focus on high net worth individuals and families. We understand that our people are our greatest asset, and we strive to create a supportive work environment that promotes work-life balance and professional growth.
Position Overview
We are seeking a knowledgeable and motivated Tax Manager /Senior Tax Manager to join our team. In this role, you will primarily focus on managing the tax needs of high net worth individuals, with an emphasis on completing and reviewing trust and estate tax returns. You will collaborate closely with clients to provide tailored tax strategies that align with their financial goals.
Key Responsibilities
- Prepare and review complex federal and state tax returns for high net worth individuals, trusts, and estates.
- Develop and implement tax planning strategies to optimize clients' tax situations.
- Advise clients on various tax-related matters, including estate planning and charitable giving.
- Supervise and mentor junior staff members, fostering a collaborative learning environment.
- Stay current with tax laws and regulations to ensure compliance and identify opportunities for clients.
- Build and maintain strong client relationships through effective communication and exceptional service.
- Participate in business development efforts to attract new clients.
- Bachelor's degree in Accounting, Finance, or a related field; Master's in Taxation or an equivalent degree preferred.
- CPA certification is required.
- Minimum of 5 years of tax experience, with a focus on high net worth individuals, trusts, and estates.
- Strong technical knowledge of tax laws and regulations.
- Excellent analytical, organizational, and communication skills.
- Ability to manage multiple projects and deadlines in a fast-paced environment.
- Work-Life Balance: We prioritize your well-being, especially during the busy season, offering flexible hours and remote work options.
- Competitive Compensation: We offer a comprehensive salary package and performance-based bonuses. (140k -200k)
- Exceptional Benefits: Enjoy a generous benefits package, including health insurance, retirement plans, and paid time off.
- Professional Development: Access to ongoing training and career advancement opportunities.
- Supportive Culture: Join a team that values collaboration, innovation, and respect.
If you are passionate about tax planning and want to make a difference for our high net worth clients while enjoying a balanced work life, we would love to hear from you!
Application ProcessPlease submit your resume and a cover letter detailing your experience and qualifications to delano.williams@cybercoders.com
This client is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Benefits- Comprehensive Health Insurance: Medical, dental, and vision plans to keep you and your family healthy.
- Retirement Savings: 401(k) plan with company match to help you secure your financial future.
- Paid Time Off: Generous PTO policy, including vacation days, sick leave, and holidays.
- Professional Development: Continuing education reimbursements and access to industry conferences.
- Work-Life Balance: Flexible scheduling options to support your personal commitments.
- Employee Assistance Program: Resources for mental health and wellness support.
- Team-Building Activities: Regular virtual events and gatherings to foster a strong team culture.
Looking 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:
delano.williams@cybercoders.com
- Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : DW9-1826215 -- in the email subject line for your application to be considered.***
Delano Williams - Recruiting Manager
For 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.
Source : CyberCoders