HNWI Tax Manager

CyberCoders; Chicago (IL); Remote; USD 140,000 - 180,000; Full time

Job summary

A leading investment advisory firm, focusing on high-net-worth individuals, seeks a Senior Tax Advisor to enhance their growing tax department. Offering fully remote work, this role requires CPA or equivalent qualifications along with extensive wealth management experience. Competitive salary and unique company culture encourage work-life balance and holistic financial advising.

Benefits

Medical/Dental/Vision

401k Match

Bonus: 10% to 15% of Salary

Future Equity

PTO: 18 to 25 PTO Days

12 Paid Holidays

Qualifications

• Active CPA, EA, or JD required.
• 5-7+ years experience in public accounting or wealth management.
• Strong experience with high-net-worth individuals.

Responsibilities

• Lead the tax team for high-net-worth clientele.
• Implement tax planning and saving strategies.

Skills

High Net Worth Focused

Public Accounting Experience

Wealth Management Experience

Education

Master's in Accounting

Active CPA, EA, or JD

Job description

HNWI Tax Manager *Job Title:* Senior Tax Advisor (Equivalent of Tax Manager or Senior Tax Manager)
*Job Location: *Fully Remote (Anywhere in the US)
*Job Salary: *$140k - $180k
*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: $140k - $180k (DoE)*
* Medical/Dental/Vision
* 401k Match
* Bonus: 10% to 15% of Salary
* Future Equity
* PTO: 18 to 25 PTO Days
* 12 Paid Holidays
- 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 05/22/2025 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.