HNWI Sr. Tax Manager jobs in United States
cer-icon
Apply on Employer Site
company-logo

CyberCoders · 2 weeks ago

HNWI Sr. Tax Manager

positionUnited States
timeFull-time
remoteRemote
senioritySenior Level, Lead/Staff
date8+ years exp

CyberCoders is seeking a highly skilled Senior Tax Manager with expertise in public accounting to lead tax services for high net worth individuals. The role involves managing complex tax compliance and planning while ensuring exceptional service and strategic tax advice for clients.

RecruitingSearch Engine
check
Growth OpportunitiesbadNo H1Bnote

Responsibilities

Manage and oversee tax compliance and planning for a portfolio of high net worth individual clients
Develop and implement tax strategies to optimize tax savings and ensure compliance with federal, state, and local regulations
Review and prepare complex individual and trust tax returns, ensuring accuracy and timeliness
Provide guidance and mentorship to junior staff and assist in their professional development
Maintain up-to-date knowledge of tax laws and regulations affecting high net worth individuals
Build and maintain strong client relationships, serving as the primary point of contact for tax-related inquiries
Collaborate with other departments to provide comprehensive financial planning services to clients

Qualification

CPA licenseTax compliance expertiseTax planning expertiseCCH Axcess softwareAnalytical skillsProblem-solving skillsCommunication skillsInterpersonal skills

Required

Bachelor's degree in Accounting or related field; Master's degree in Taxation is a plus
Active CPA license is required
Minimum of 8 years of experience in public accounting, with a focus on high net worth individuals
Demonstrated expertise in tax compliance and planning for HNWIs
Strong analytical and problem-solving skills, with attention to detail
Excellent communication and interpersonal skills to effectively interact with clients and team members

Preferred

Familiarity with CCH Axcess software is a plus

Benefits

Vacation/PTO
Medical
Dental
Vision
401k
Bonus
Relocation
Telecommute

Company

CyberCoders

twittertwittertwitter
Glassdoor4.2
company-logo
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

leader-logo
Nate Shuman
Lead Recruiter (Tech) CEO Club
linkedin
leader-logo
Matt Miller
CTO
linkedin

Recent News

Built In
23 Los Angeles Staffing Agencies and Recruiting Firms to Know
2025-04-12
Company data provided by crunchbase