HNW Tax Senior

CyberCoders; Toledo (OH); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401k with company match

Hybrid work

CPA exam support

Leadership path

Job summary

CyberCoders, a premier wealth management firm in Toledo, Ohio, seeks an experienced High Net Worth Tax Accountant to join our expanding team. The role focuses on sophisticated tax planning, compliance, and consulting for affluent clients, in close alignment with our broader wealth management services.

We offer a hybrid work schedule balancing in-office and remote days, with a clear pathway to leadership as you collaborate with wealth advisors and portfolio managers to deliver comprehensive and

Qualifications

• Bachelor degree in Accounting or related field.
• Active CPA license or CPA candidate pursuing licensure.
• 3+ years of public accounting or wealth management tax experience.
• Strong knowledge of individual, fiduciary, and partnership taxation.
• Excellent written and verbal communication for client-facing interactions.
• Proficiency with standard tax preparation and research software.

Responsibilities

• Prepare and review complex federal and state tax returns for high-net-worth individuals, trusts, estates, and closely held businesses.
• Develop proactive tax planning and wealth preservation strategies aligned with long-term financial goals.
• Research intricate tax matters related to private equity, real estate investments, and charitable giving.
• Collaborate with wealth advisors and portfolio managers to provide a unified financial experience for clients.
• Build and maintain strong, trust-based relationships with clients through regular communication.

Skills

Client communication

Tax planning

Research skills

Attention to detail

Education

Bachelor degree in Accounting

CPA license

Tools

Tax software

Tax research tools

Job description

We are a premier wealth management firm located in Toledo, Ohio. Our team delivers comprehensive financial planning, investment management, and specialized tax strategies to ultra-high-net-worth individuals and families. We operate on a hybrid work schedule that balances collaborative in-office days with the flexibility of remote work.

Position Overview

We are seeking an experienced High Net Worth Tax Accountant to join our expanding team. This role focuses on sophisticated tax planning, compliance, and consulting for affluent clients, closely integrated with our broader wealth management services.

Compensation and Benefits

• Salary range: $100,000 - $120,000 based on experience
• Comprehensive health, dental, and vision insurance
• 401k plan with company matching
• Hybrid work arrangement (Toledo office)
• Clear pathway to leadership roles
• Generous paid time off and CPA exam support

Core Responsibilities

• Prepare and review complex federal and state tax returns for high-net-worth individuals, trusts, estates, and closely held businesses.
• Develop proactive tax planning and wealth preservation strategies aligned with long-term financial goals.
• Research intricate tax matters related to private equity, real estate investments, and charitable giving.
• Collaborate with wealth advisors and portfolio managers to provide a unified financial experience for clients.
• Build and maintain strong, trust-based relationships with clients through regular communication.

Required Qualifications

• Bachelor degree in Accounting or a related financial field.
• Active Certified Public Accountant (CPA) license or a qualified CPA candidate actively working toward licensure.
• Minimum of 3+ years of recent public accounting or wealth management tax experience.
• Strong technical knowledge of individual, fiduciary, and partnership taxation.
• Excellent written and verbal communication skills for client-facing interactions.
• Proficiency with standard tax preparation and research software.