HNW Tax Manager (Wealth Management Firm)

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

Job summary

A leading wealth management firm seeks a Tax Manager to lead their tax team. This fully remote position requires expertise in high net worth tax strategies and a commitment to work/life balance. The firm offers competitive salaries, comprehensive benefits, and a supportive work environment without traditional billable hours. If you are an experienced CPA or EA with a passion for serving high net worth clients, this role is an excellent opportunity for growth and impact.

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 in Public Accounting or Wealth Management.

Responsibilities

• Lead the tax team in a fully remote role.
• Integrate tax planning and strategies for high net worth clients.

Skills

High Net Worth Focused

Leadership

Education

Master’s in Accounting

Job description

HNW Tax Manager (Wealth Management Firm)

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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 for more details.

Base pay range

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

Job Details

• Title: Senior Tax Advisor (Tax Manager or Senior Tax Manager equivalent)
• 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

Company 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.

Our holistic approach integrates tax planning and strategies, keeping all services in-house. We have doubled our tax department size and plan to expand further.

We prioritize work/life balance, unlike traditional firms. No billable hours are tracked, and bonuses are structured differently.

Position Details

We are seeking a Tax Advisor (Tax Senior/Manager level) to lead our team. This is a 100% 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], ensuring you include the JobID: linkedin : GM4-1853073L912 in the email subject line.

Qualifications

Must Have

• Active CPA, EA, or JD
• 5-7+ Years in Public Accounting or Wealth Management
• Experience with High-Net-Worth Individuals and pass-through entities
• Currently a Tax Manager or equivalent in 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]. Remember to keep the specified email subject line with the JobID for consideration.

Applicants must be authorized to work in the US without sponsorship.

This position was posted on 05/15/2025 and applications are accepted until filled.

Equal Opportunity Employer

CyberCoders is committed to diversity and inclusion, considering all qualified applicants without regard to protected characteristics. We provide accommodations for individuals with disabilities upon request.