High Net Worth Tax Senior jobs in United States
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CyberCoders · 1 week ago

High Net Worth Tax Senior

positionNaperville, IL
timeFull-time
remoteHybrid
senioritySenior Level
date5+ years exp

CyberCoders is seeking a highly skilled High Net Worth Tax Senior to join their team. This role involves providing specialized tax services to high net worth clients, ensuring compliance with IRS regulations, and delivering strategic tax planning solutions that enhance clients' financial wellbeing.

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Growth OpportunitiesbadNo H1Bnote

Responsibilities

Prepare and review complex income tax returns for high net worth individuals and estates
Develop and implement tax strategies that minimize client tax liabilities and maximize wealth preservation
Maintain up-to-date knowledge of IRS regulations and tax law changes to ensure compliance and optimal client service
Manage client relationships, providing excellent service and communication regarding their tax planning and compliance needs
Collaborate with wealth management and financial reporting teams to provide integrated tax advice and solutions
Assist in estate planning strategies to ensure effective transfer of wealth and minimize tax implications for clients

Qualification

CPAEquivalent certificationIn-depth knowledge of IRS regulationsTax software proficiencyEstate planning techniquesClient relationship managementAnalytical skillsAttention to detailCommunication skills

Required

Bachelor's degree in Accounting, Finance, or a related field; CPA or equivalent certification preferred
Minimum of 5 years of experience in public accounting or tax advisory services focusing on high net worth individuals
In-depth knowledge of IRS regulations and estate planning techniques
Proficiency in tax software and technology to streamline tax preparation and reporting processes
Strong analytical skills and attention to detail, with the ability to interpret complex tax laws and regulations
Excellent client relationship management and communication skills

Preferred

CPA or equivalent certification preferred

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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