Senior Tax Manager: High Net Worth, Trusts & Estates jobs in United States
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CyberCoders · 1 week ago

Senior Tax Manager: High Net Worth, Trusts & Estates

positionBedford, NH
timeFull-time
remoteHybrid
senioritySenior Level, Lead/Staff
money$140K/yr - $180K/yr
date8+ years exp

CyberCoders is a rapidly growing professional services firm that specializes in high net worth individuals, trusts, and complex estates. The Senior Tax Manager will lead tax compliance and planning for high net worth clientele, own client relationships, and mentor staff within the tax department.

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Growth OpportunitiesbadNo H1BnoteU.S. Citizen Onlynote

Responsibilities

Lead the analysis of complex tax issues, proactively identifying and developing tax planning opportunities for clients and their trusts/estates
Oversee and meticulously review complex federal and state income tax returns, with a focus on high net worth individuals (Form 1040), private trusts (Form 1041), and complex estate issues. This includes review of specialized investment returns (e.g., hedge fund, VC, PE K-1s) and related international reporting
Serve as the primary client contact, ensuring a standard of excellence in communication, responsiveness, and service delivery for your dedicated client portfolio
Actively mentor and develop staff and associates within the tax department, contributing to their technical growth and participating in firm-wide management initiatives

Qualification

CPAEA designationHigh net worth taxationTrustEstate complianceBachelor's degree in AccountingClient service skillsProactive approachTechnology-enabled environmentCommunication skillsRelationship-building skillsCollaborative approach

Required

CPA or EA designation is required
Bachelor's degree in Accounting, Taxation, or a related field
A minimum of 8 years of progressive experience specializing in high net worth individual taxation, trust and estate income tax compliance, and planning
Exceptional client service, communication, and relationship-building skills
A proactive, collaborative approach and comfort working in a fast-paced, technology-enabled environment
Hybrid work model is available for eligible candidates

Benefits

Work-life flexibility
Summer half-day Fridays
Investments in wellness
Mentorship from seasoned leaders
Innovate on firm methodologies

Company

CyberCoders

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CyberCoders is a recruiting firm locating job positions across all industries, including finance, education, engineering and healthcare.
dateFounded in 1999
location
Irvine, California, USA
people-size201-500 employees
web-link
http://www.cybercoders.com

Funding

Current Stage
Growth Stage
Total Funding
unknown
2013-12-02Acquired

Leadership Team

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Nate Shuman
Lead Recruiter (Tech) CEO Club
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Matt Miller
CTO
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Recent News

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