Senior Tax Advisor - Wealth Management
We are an award winning wealth management & financial services firm with over $80 Billion in AUM and continuing to grow. We've been in business for over 25+ years and work exclusively with High Net Worth & Ultra High Net Worth Individuals & their businesses.
We are currently seeking an experienced Tax Manager / Senior Tax Advisor to join our team. This is a full time, 100% Remote position. In this role, you will be responsible for tax preparation & review, tax planning, strategy and client relationship management.
Key Responsibilities
Preparation & Review of Individual returns along w/ Partnership, Corporate, Trust & Gift tax returns
Advising clients of ongoing tax strategy
Research and consult on complex tax issues
Engage & identify in tax planning and business planning opportunities
Develop long term relationships with clients
Qualifications
Minimum of five years experience working at a public accounting or wealth management firm
Active CPA, EA or JD is required
Bachelor's Degree in Accounting or related field
Tax Preparation & Review of High Net Worth & Ultra High Net Worth Individuals
Ability to manage client expectations and relationships
Experience performing tax research and resolving complicated issues
Benefits
Salary: $120k - $150k
Annual bonuses (10 - 15%)
100% Remote from home role
Medical, Dental & Vision Insurance
Employer paid Life Insurance
Paid parental leave
5 Weeks PTO
10 Paid Holidays
401k (match & profit sharing)
Trainings and professional development
Email Your Resume In Word To
Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:
[email protected]
Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : AM8-1826155 -- in the email subject line for your application to be considered.***
Alex Higgins - Lead Recruiter
For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.
CyberCoders will consider for Employment in the City of Los Angeles qualified Applicants with Criminal Histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.
This job was first posted by CyberCoders on 10/22/2024 and applications will be accepted on an ongoing basis until the position is filled or closed.
CyberCoders is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.
Remote
Skills:
Accounting, Business Plan, Certified Public Accountant (CPA), Consulting, Customer Relations, Customer Relationship Management (CRM), Dental Insurance, Financial Services, Genetics, High Net Worth, Problem Solving Skills, Public Accounting, Sales Management, State Laws and Regulations, Strategic Planning, Tax Planning, Tax Returns, Vision Plan, Wealth Management
About the Company:
CyberCoders
CyberCoders, a division of ASGN, is a leading permanent placement recruiting firm. Through our innovative technology and efficient recruiters, CyberCoders helps find the right candidate fast.
Founded in 1999, CyberCoders is built on a success oriented culture. Above all we know both candidates and clients want quality and they want it now. No other recruiting firm can offer Cyrus, our proprietary technology built to search smarter and quicker, matching the best applicant to the right job.
Company Size:
100 to 499 employees
Industry:
Staffing/Employment Agencies
Founded:
1999
Website:
http://www.cybercoders.com
Apply Now
We are currently seeking an experienced Tax Manager / Senior Tax Advisor to join our team. This is a full time, 100% Remote position. In this role, you will be responsible for tax preparation & review, tax planning, strategy and client relationship management.
Key Responsibilities
Preparation & Review of Individual returns along w/ Partnership, Corporate, Trust & Gift tax returns
Advising clients of ongoing tax strategy
Research and consult on complex tax issues
Engage & identify in tax planning and business planning opportunities
Develop long term relationships with clients
Qualifications
Minimum of five years experience working at a public accounting or wealth management firm
Active CPA, EA or JD is required
Bachelor's Degree in Accounting or related field
Tax Preparation & Review of High Net Worth & Ultra High Net Worth Individuals
Ability to manage client expectations and relationships
Experience performing tax research and resolving complicated issues
Benefits
Salary: $120k - $150k
Annual bonuses (10 - 15%)
100% Remote from home role
Medical, Dental & Vision Insurance
Employer paid Life Insurance
Paid parental leave
5 Weeks PTO
10 Paid Holidays
401k (match & profit sharing)
Trainings and professional development
Email Your Resume In Word To
Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:
[email protected]
Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : AM8-1826155 -- in the email subject line for your application to be considered.***
Alex Higgins - Lead Recruiter
For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.
CyberCoders will consider for Employment in the City of Los Angeles qualified Applicants with Criminal Histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.
This job was first posted by CyberCoders on 10/22/2024 and applications will be accepted on an ongoing basis until the position is filled or closed.
CyberCoders is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.
Remote
Skills:
Accounting, Business Plan, Certified Public Accountant (CPA), Consulting, Customer Relations, Customer Relationship Management (CRM), Dental Insurance, Financial Services, Genetics, High Net Worth, Problem Solving Skills, Public Accounting, Sales Management, State Laws and Regulations, Strategic Planning, Tax Planning, Tax Returns, Vision Plan, Wealth Management
About the Company:
CyberCoders
CyberCoders, a division of ASGN, is a leading permanent placement recruiting firm. Through our innovative technology and efficient recruiters, CyberCoders helps find the right candidate fast.
Founded in 1999, CyberCoders is built on a success oriented culture. Above all we know both candidates and clients want quality and they want it now. No other recruiting firm can offer Cyrus, our proprietary technology built to search smarter and quicker, matching the best applicant to the right job.
Company Size:
100 to 499 employees
Industry:
Staffing/Employment Agencies
Founded:
1999
Website:
http://www.cybercoders.com
Apply Now