Financial Modeling Manager (Estate Planning)

CyberCoders; New York (NY); Hybride; USD 150 000 - 175 000; Plein temps

Avantages offerts par ce poste

Generous PTO + Paid Holidays

Medical, Dental, Vision Insurance

401K + Company Match

Résumé du poste

A leading company is seeking a Financial Modeling Manager in New York, NY. The role involves delivering estate planning strategies and financial modeling services to high net worth clients. Candidates should have extensive experience in tax compliance and excellent analytical skills. This position offers a competitive salary and a hybrid work schedule.

Qualifications

• Minimum of 5 years of experience in estate planning or financial modeling.
• Strong knowledge of federal and state tax laws.
• Experience working with high net worth individuals.

Responsabilités

• Develop comprehensive estate planning strategies.
• Create detailed financial models for future scenarios.
• Prepare tax compliance documents for clients.

Connaissances

Tax compliance

Financial modeling

Estate planning

Analytical skills

Communication

Formation

Bachelor's degree in Finance

Master's degree or CPA preferred

Outils

Excel

Description du poste

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This range is provided by CyberCoders. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$150,000.00/yr - $175,000.00/yr

Position Overview

The Financial Modeling Manager will play a critical role in delivering high-quality estate planning strategies and financial modeling services to high net worth clients. The ideal candidate will leverage their expertise in tax compliance, financial modeling, and estate planning to provide tailored solutions that meet the unique needs of our clients and their families.

Key Responsibilities

• Develop and implement comprehensive estate planning strategies for high net worth clients.
• Create detailed financial models to project future financial scenarios and assess the impact of various estate planning strategies.
• Conduct thorough analysis of gift tax, trust tax, and GST tax implications for clients.
• Collaborate with family offices and private wealth banking teams to deliver integrated financial solutions.
• Prepare and review tax compliance documents related to federal, state, and partnership tax matters.
• Provide expert guidance on financial and estate planning matters, including GRATs and other wealth transfer strategies.
• Engage with clients to understand their goals and objectives, ensuring that strategies are aligned with their financial aspirations.
  
  

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field; Master's degree or CPA preferred.
• Minimum of 5 years of experience in estate planning, financial modeling, or private wealth management.
• Strong knowledge of federal and state tax laws, including gift tax, trust tax, and GST tax regulations.
• Proficiency in Excel for financial modeling and data analysis.
• Demonstrated experience working with high net worth individuals and families.
• Excellent analytical and problem-solving skills, with attention to detail.
• Strong communication and interpersonal skills, with the ability to build relationships with clients and stakeholders.
  
  

Benefits

Hybrid Work Schedule ( Tuesday/Wednesday in-office)

Generous PTO + Paid Holidays

Medical, Dental, Vision Insurance

Life & AD&D & Short Term Disability

401K + Company Match

Email Your Resume In Word To

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Jake Morrison - 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.

This job was first posted by CyberCoders on 05/28/2025 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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Staffing and Recruiting

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