CyberCoders · 2 weeks ago
Tax Manager with Wealth Management Firm - High Net Worth
Boston, MA
Full-time
Hybrid
Senior Level
$130K/yr - $160K/yr
7+ years expCyberCoders is an established Wealth Management firm based out of Boston, MA specializing in services for high net worth clientele. They are seeking a Tax Manager to prepare complex tax returns, review colleagues' work, and meet with clients to present financial and tax planning strategies.
RecruitingSearch Engine
No H1B
Hiring Manager
Vincent Steger
Responsibilities
Prepare complex tax returns for individual clients with high net worth (including Gift, Trust and Estate)
Review tax returns prepared by colleagues to ensure quality processing
Meet with clients and Trustees to present financial and tax planning strategies
Analyze and process quarterly estimated tax payments for assigned individual accounts
Utilize a variety of software applications related to tax research, planning and preparation including; BNA and ProSystem Fx
Qualification
Required
7+ years' of experience in individual tax return production environment
5+ years' experience in direct individual client environment involving financial planning & analysis
Current, high level of knowledge about individual and gift tax matters
Preferred
Experience with fiduciary and estate tax returns
Benefits
Medical Insurance
Dental Insurance
Commuter benefits
Paid paternity leave
Vision insurance
Flexible hybrid schedule
401(k)
Paid maternity leave
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
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