Senior HNW Tax Advisor - Client Engagements (Hybrid)

CyberCoders; Naperville (IL); Hybrid; USD 85,000 - 100,000; Full time

Job summary

CyberCoders is recruiting for a private client tax specialist to handle high-net-worth engagements in a growing practice. You will prepare complex returns and lead proactive planning for wealthy families, trusts, and partnerships, with ownership of key client relationships and a clear path toward managerial responsibilities.

The role requires 5+ years in public accounting with a private client focus, CPA or active candidate status, and strong cross-border tax knowledge.

Qualifications

• 5+ years of public accounting experience with a private client or HNW tax focus.
• CPA license or active candidate with a firm completion timeline.
• Strong technical foundation in individual, fiduciary, partnership, and estate & gift taxation, including multi-state and international issues.
• Demonstrated experience supervising staff and managing client engagements.
• Clear, confident communication skills - you can translate complex tax positions for sophisticated clients and their advisors.

Responsibilities

• Prepare and review federal, state, and international returns for HNW/UHNW individuals, trusts, estates, partnerships, and S-corporations.
• Build and execute proactive tax planning strategies - gift and estate planning, wealth transfer, charitable structures, and family office arrangements.
• Own client engagements end-to-end: manage timelines, coordinate with wealth advisors and legal counsel, and serve as a trusted day-to-day contact.
• Research and resolve complex technical issues including multi-state residency, foreign investments, FATCA/FBAR, and partnership allocations.
• Mentor and review the work of staff and seniors, providing structured feedback that accelerates their development.
• Support tax controversy, audits, and examinations, including drafting responses and settlement strategies for taxing authorities.
• Champion process improvements and tax-technology adoption to increase team efficiency and client value.

Skills

Public accounting

Tax planning

Client relationship

Mentoring staff

Education

CPA license

Tools

Tax research platforms

Workflow management systems

Job description

CyberCoders is recruiting for a private client tax specialist to handle high-net-worth engagements in a growing practice. You will prepare complex returns and lead proactive planning for wealthy families, trusts, and partnerships, with ownership of key client relationships and a clear path toward managerial responsibilities.

The role requires 5+ years in public accounting with a private client focus, CPA or active candidate status, and strong cross-border tax knowledge.