HNW Tax Manager (Wealth Management Firm)

CyberCoders; Philadelphia (Philadelphia County); Remote; USD 110,000 - 150,000; Full time

Job summary

An established industry player is seeking a dynamic HNW Tax Manager to join their growing team. This fully remote role focuses on providing exceptional tax planning and advisory services to high net worth clients. With a commitment to work-life balance and no billable hours, the firm offers a competitive salary and benefits, including generous PTO and equity opportunities. Join a forward-thinking company that values its employees and is dedicated to excellence in the wealth management space. If you have a passion for tax and client service, this is the perfect opportunity for you!

Benefits

Medical/Dental/Vision

401k Match

Unlimited PTO

Bonus: 10% to 15% of Salary

Future Equity

Qualifications

• Active CPA, EA, or JD required.
• 5-7+ years in Public Accounting or Wealth Management.

Responsibilities

• Implement tax planning strategies for high net worth clients.
• Lead the tax team and ensure compliance with regulations.

Skills

CPA

EA

JD

Public Accounting Experience

Wealth Management Experience

High Net Worth Focused

Education

Master's in Accounting

Job description

HNW Tax Manager (Wealth Management Firm)

HNW Tax Manager (Wealth Management Firm)

1 week ago Be among the first 25 applicants

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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

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

Job Title: Senior Tax Advisor (Equivalent of Tax Manager or Senior Tax Manager)

Job Location: Fully Remote (Anywhere in the US)

Job Salary: $110k - $150k

Requirements: Active CPA, EA or JD, High Net Worth Focused, Must have 5-7+ Years of Public Accounting Experience/Wealth Management Experience

Overview

We a Top Registered Investment Advisory/RIA Firm with over 1200 employees and over $80 billion in Assets Under Management and growing each and every year. We work exclusively with High Net Worth and Ultra High Net Worth clientele and also a few of their multi-million dollar businesses. We have been recognized in Barron, Financial Times, and Forbes - among a number of accolades and awards.

We take a holistic approach to financial advising - implementing tax planning and saving strategies to our High Net Worth clients- keeping everything in house. We have doubled the size of our tax department and plan to do the same this year.

We are not like your traditional public accounting firm with strenuous hours and minimal work/life balance. We are the opposite. We also do not track billable hours. Our bonuses are structured completely different.

Due to continuous growth, we are looking to add a Tax Advisor (this is a Tax Senior/Manager level person) to help lead the team! **This is a 100% Remote Role!**

• We are also hiring people at the Tax Senior/Supervisor level. If this is you and you have strong HNW Exp., please apply or email your resume to [e-mail]!**
  
  

What You Need

Must Have

• Active CPA, EA, or JD
• 5-7+ Years Exp. in Public Accounting or Wealth Management
• Experience w/ High-Net-Worth Individuals and pass-through entities
• Must currently be a Tax Manager (or Equivalent) at CPA or Wealth Mgmt. Firm
  
  

Nice to Have

• Good Tenure
• Master's in Accounting
  
  

Benefits

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

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:

[e-mail]

• Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : GM4-1849385L068 -- in the email subject line for your application to be considered.***
  
  

Garrett Mosholder - 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 04/17/2025 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

  Accounting/Auditing

• Industries

  Software Development

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