Tax Manager (Wealth Management Firm) - CyberCoders

Tax Manager (CPA or JD) for a Wealth Management Firm

All-in Compensation

$120,000 - $175,000 (Salary + Bonus)

On-site Position

Monday through Friday

We are seeking a highly motivated Tax Manager to join our team. This individual will be responsible for providing tax compliance, planning, and consulting services to a high net worth individual (HNWI) client base. The successful candidate should be a CPA or JD with excellent tax compliance and planning experience and the ability to work independently.

Position Overview

• Provide tax compliance, planning, and consulting services to clients
• Analyze client financial statements to determine the most advantageous tax strategies
• Identify potential tax savings opportunities
• Prepare tax returns and related documents accurately and timely
• Ensure compliance with all applicable tax laws and regulations
• Provide advice and assistance to clients related to tax planning and accounting matters
• Manage client relationships
• Review and sign off on tax returns and other documents as necessary
  
  

Qualifications

• Current CPA license or JD
• Minimum of 5 years of tax planning, compliance, and consulting experience with HNWI
• Currently involved with compliance
• Final sign-off experience
• On-site Monday through Friday for client meetings
  
  

Benefits

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:

Email Your Resume In Word To

mecca.benitez@cybercoders.com

• Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : MB1-HNWI436125000L039 -- in the email subject line for your application to be considered.***
  
  

Mecca Benitez - 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 04/30/2024 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.