Senior Tax Manager (HNWIs/Trust) jobs in United States
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CyberCoders · 1 week ago

Senior Tax Manager (HNWIs/Trust)

CyberCoders is a small, well-established public accounting firm serving the greater Denver area for over 30 years. They are seeking a highly skilled Senior Tax Manager to oversee tax compliance and planning activities, focusing on high net worth individuals and trust estate taxes.

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Growth Opportunities
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Responsibilities

Manage and review tax returns for high net worth individuals and trusts (Form 1040 and 1041)
Provide tax planning and research to optimize tax strategies for clients
Ensure compliance with federal, state, and local tax regulations
Oversee the preparation of tax filings and documentation for various entities including REITs
Collaborate with the wealth management team to align tax strategies with client goals
Conduct tax reviews and provide recommendations for improvements in tax processes
Stay updated on changes in tax laws and regulations affecting clients
Supervise and mentor junior staff in tax accounting and compliance practices

Qualification

CPA certificationTax compliance knowledgeTax planning experiencePublic accounting experienceTax research proficiencyCommunication skillsInterpersonal skillsTime management

Required

Bachelor's degree in Accounting, Finance, or related field
CPA certification is required
Minimum of 5 years of experience in public accounting or tax advisory roles
Strong knowledge of tax compliance and tax accounting principles
Experience working with high-net-worth individuals and trust/estate tax issues
Proficiency in tax research and analysis
Excellent communication and interpersonal skills
Ability to manage multiple priorities and meet deadlines

Benefits

Competitive Salary
Strong Bonus Structure
Full Medical, Dental, and Vision
Discretionary 401k Match
Company Paid Expenses (Continued education, travel, equipment, memberships, and more)

Company

CyberCoders

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CyberCoders is a recruiting firm locating job positions across all industries, including finance, education, engineering and healthcare.

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
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Company data provided by crunchbase