Senior Tax Advisor - Wealth Management - CyberCoders

We are an award winning 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 Responsibilities

• Preparation & 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
  
  

Qualifications

• Minimum 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
  
  

Benefits

• Salary: $120k - $150k
• Annual bonuses (10 - 15%)
• 100% Remote from home role
• Medical, Dental & Vision Insurance
• Employer paid Life Insurance
• Paid parental leave
• 5 Weeks PTO
• 10 Paid Holidays
• 401k (match & profit sharing)
• Trainings and professional development
  
  

Email Your Resume In Word To

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:

alex.higgins@cybercoders.com

• Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : AM8-1826155 -- in the email subject line for your application to be considered.***
  
  

Alex Higgins - Lead Recruiter

For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.

CyberCoders will consider for Employment in the City of Los Angeles qualified Applicants with Criminal Histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.

This job was first posted by CyberCoders on 10/22/2024 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders is proud to be an Equal Opportunity Employer

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.