HNW Tax Manager (Wealth Management Firm)

CyberCoders; New York (NY); Remote; USD 110,000 - 150,000; Full time

Job summary

Join a leading Registered Investment Advisory Firm as a Senior Tax Advisor. This fully remote role offers an exciting opportunity to lead a growing team dedicated to serving high net worth clients. With a focus on tax planning and strategies, you will work in a flexible environment that promotes work-life balance. The firm values diversity and provides a supportive atmosphere for its employees. If you have a strong background in public accounting or wealth management and are looking to make a significant impact, this position is perfect for you.

Benefits

Medical/Dental/Vision

401k Match

Future Equity

PTO: 18-25 days

12 Paid Holidays

Qualifications

• 5-7+ years in public accounting or wealth management.
• Experience with high net worth clients and pass-through entities.

Responsibilities

• Lead the tax team in providing financial advising.
• Focus on tax planning and strategies for clients.

Skills

Active CPA

Public Accounting Experience

Wealth Management Experience

Experience with High Net Worth Individuals

Tax Manager Experience

Education

Master’s in Accounting

Job description

HNW Tax Manager (Wealth Management Firm)

Be among the first 25 applicants

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

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

Job Details

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

Requirements

• 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 CPA or Wealth Management Firm

Company Overview

We are a top Registered Investment Advisory/RIA Firm with over 1200 employees and over $80 billion in Assets Under Management. We serve High Net Worth and Ultra High Net Worth clients and have been recognized by Barron’s, Financial Times, and Forbes. We take a holistic approach to financial advising, focusing on tax planning and strategies, all managed in-house. We are expanding our tax department and offer a flexible, work-life balanced environment without billable hours.

Role Description

We are seeking a Tax Advisor at the Senior/Manager level to lead our growing team. This is a fully remote position. We also welcome applications from candidates at the Tax Senior/Supervisor level with strong HNW experience.

Ideal Candidate

• Must Have:
• Active CPA, EA, or JD
• 5-7+ Years in Public Accounting or Wealth Management
• Experience with HNW clients and pass-through entities
• Current role as a Tax Manager or equivalent

Preferred Qualifications

• Good tenure
• Master’s in Accounting

Benefits

• Salary: $110k - $150k (DOE)
• Medical/Dental/Vision
• 401k Match
• Bonus: 10-15%
• Future Equity
• PTO: 18-25 days
• 12 Paid Holidays

Application Instructions

Send your resume in Word format to [e-mail], including the JobID in the email subject line: linkedin : GM4-1850173L105. Please do not change the subject line. Ensure you are authorized to work in the US without sponsorship.

CyberCoders is an Equal Opportunity Employer and values diversity. We provide accommodations for individuals with disabilities upon request.