HNW Tax Manager (Wealth Management Firm)

Chicago, IL • New York, NY • Los Angeles, CA • Atlanta, GA • Philadelphia, PA Remote Available

Full-time $110,000.00 - $150,000.00

Posted 11/01/2024

Job Title: Senior Tax Advisor (Equivalent of Tax Manager or Senior Tax Manager)
Job Location: Fully Remote (Anywhere in the US)
Job Salary: $110k - $150k
Requirements: Active CPA, EA or JD, High Net Worth Focused, Must have 5-7+ Years of Public Accounting Experience/Wealth Management Experience

Overview

We a Top Registered Investment Advisory/RIA Firm with over 1200 employees and over $80 billion in Assets Under Management and growing each and every year. We work exclusively with High Net Worth and Ultra High Net Worth clientele and also a few of their multi-million dollar businesses. We have been recognized in Barron, Financial Times, and Forbes - among a number of accolades and awards.

We take a holistic approach to financial advising - implementing tax planning and saving strategies to our High Net Worth clients- keeping everything in house. We have doubled the size of our tax department and plan to do the same this year.

We are not like your traditional public accounting firm with strenuous hours and minimal work/life balance. We are the opposite. We also do not track billable hours. Our bonuses are structured completely different.

Due to continuous growth, we are looking to add a Tax Advisor (this is a Tax Senior/Manager level person) to help lead the team! **This is a 100% Remote Role!**

**We are also hiring people at the Tax Senior/Supervisor level. If this is you and you have strong HNW Exp., please apply or email your resume to Garrett.Mosholder@CyberCoders.com!**

What you Need

Must Have

Active CPA, EA, or JD
5-7+ Years Exp. in Public Accounting or Wealth Management
Experience w/ High-Net-Worth Individuals and pass-through entities
Must currently be a Tax Manager (or Equivalent) at CPA or Wealth Mgmt. Firm

Nice to Have

Good Tenure
Master's in Accounting

Benefits

Competitive Salary: $110k - $150k (DoE)
Medical/Dental/Vision
401k Match
Bonus: 10% to 15% of Salary
Future Equity
PTO: 18 to 25 PTO Days
12 Paid Holidays

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.

Additional ways to apply

Preferred Skills

Garrett Mosholder is recruiting for this position and the positions below.
Email me to apply for this position

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Employees will receive paid leave to the extent required by state or local law. This job was first posted by CyberCoders on 11/01/2024 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders, Inc 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.

Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.