CyberCoders ยท 2 weeks ago
Lead Advisor I (Wealth Management Firm) (Tax Manager Equivalent)
Indianapolis, IN
Full-time
Hybrid
Senior Level
$95K/yr - $150K/yr
5+ years expCyberCoders is a mid-sized Wealth Management Firm headquartered in Indianapolis, seeking an experienced Tax Manager to join their team as a Lead Advisor I. The role involves not only compliance work but also tax planning and client engagement, aimed at supporting business owners, executives, and families.
RecruitingSearch Engine
No H1B
Responsibilities
Support the full service Wealth Management Firm
Engage in tax planning and client engagement activities
Qualification
Required
Active CPA or EA
Minimum 5-7+ years of Public Accounting Experience
Must currently be a Tax Manager (or Supervisor) at a Public Accounting Firm or Wealth Management Firm
Experience with HNWI/Flow-through Entities
Preferred
Master's in Taxation or Accounting
Experience with clients in multiple industries
Strong Tenure
Benefits
Full Benefits - Medical, Dental, Vision
Capped busy season hours (60-65 hours)
Half Day Summer Fridays May-September
Better Work-Life Balance than traditional CPA firm
Hybrid/Remote flexibility
Company
CyberCoders
CyberCoders is a recruiting firm locating job positions across all industries, including finance, education, engineering and healthcare.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2013-12-02Acquired
Leadership Team
Nate Shuman
Lead Recruiter (Tech) CEO Club
Matt Miller
CTO
Recent News
2025-04-12
Company data provided by crunchbase