HNW Tax Manager (Wealth Management Firm)

CyberCoders; Los Angeles (CA); Remote; USD 110,000 - 150,000; Full time

Job summary

A leading wealth management firm is seeking a Senior Tax Advisor to join their expanding team. This fully remote position requires expertise in high net worth tax strategies and offers a competitive salary along with a unique bonus structure. The firm emphasizes work/life balance and does not track billable hours, making it an ideal environment for professionals looking to thrive in their careers.

Benefits

Medical, Dental, Vision

401k Match

Bonus: 10-15% of salary

Future equity

PTO: 18-25 days

12 paid holidays

Qualifications

• Active CPA, EA, or JD required.
• 5-7+ years of public accounting or wealth management experience.

Responsibilities

• Lead the tax team in a fully remote role.
• Implement tax planning and savings strategies.

Skills

High Net Worth Focused

Public Accounting

Wealth Management

Education

Master’s in Accounting

Job description

HNW Tax Manager (Wealth Management Firm)

2 days ago - Be among the first 25 applicants.

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This salary range is provided by CyberCoders. Your actual pay will depend on your skills and experience—discuss with your recruiter to learn more.

Base Pay Range

$110,000.00/yr - $150,000.00/yr

Job Details

• Title: Senior Tax Advisor (Equivalent to Tax Manager or Senior Tax Manager)
• Location: Fully Remote (Anywhere in the US)
• Salary: $110k - $150k

Requirements

• Active CPA, EA, or JD
• High Net Worth Focused
• 5-7+ Years of Public Accounting or Wealth Management Experience

Overview

We are a top Registered Investment Advisory (RIA) firm with over 1200 employees and more than $80 billion in assets under management. We serve exclusively high net worth and ultra high net worth clients, including multi-million dollar businesses. Recognized in Barron’s, Financial Times, and Forbes, we take a holistic approach to financial advising, implementing tax planning and savings strategies in-house. We have doubled our tax department size and plan to expand further.

Unlike traditional public accounting firms, we offer a better work/life balance, do not track billable hours, and have a unique bonus structure. Due to growth, we are hiring a Tax Advisor (Tax Senior/Manager level) to lead our team in this fully remote role.

Additional Opportunities

We are also hiring at the Tax Senior/Supervisor level. If you have strong HNW experience, please apply or email your resume to [e-mail]. Ensure you include the JobID: linkedin : GM4-1853073L910 in the email subject line.

Qualifications

Must Have

• Active CPA, EA, or JD
• 5-7+ Years Public Accounting or Wealth Management Experience
• Experience with High-Net-Worth Individuals and pass-through entities
• Currently a Tax Manager (or equivalent) at a CPA or wealth management firm

Nice to Have

• Good tenure
• Master’s in Accounting

Benefits

• Competitive salary: $110k - $150k (DOE)
• Medical, Dental, Vision
• 401k Match
• Bonus: 10-15% of salary
• Future equity
• PTO: 18-25 days
• 12 paid holidays

Application Instructions

Send your resume in Word format to [e-mail]. Please keep the JobID in the email subject line for consideration. We look forward to reviewing your application.

Note: You must be authorized to work in the US without sponsorship. We consider applicants with criminal histories in accordance with applicable laws and ordinances, including the Los Angeles Fair Chance Initiative.

Additional Details

• Senior Level: Mid-Senior
• Employment Type: Full-time
• Job Function: Accounting/Auditing

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