Senior Tax Manager: HNWI Compliance & Strategy Lead

CyberCoders; Richmond (VA); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Health

Dental

Vision

401(k)

PTO

Paid Holidays

Bonus Opportunities

Job summary

CyberCoders seeks a seasoned Tax Manager to lead tax compliance, planning, and advisory services for a diverse client portfolio, including high net worth individuals, in Richmond, Virginia. This role requires strong public accounting experience, excellent communication, and hands-on use of tax software such as Lacerte and SurePrep, plus practice management tools like Karbon.

You will supervise staff, mentor associates, review complex returns, and help grow the firm’s client base through

Qualifications

• Bachelor's degree in Accounting or Finance; masters/advanced tax coursework is a plus.
• CPA license preferred or in progress.
• Minimum of 58 years of public accounting experience with progressive responsibility, including prior experience as a Tax Manager or senior tax role.
• Demonstrated experience serving HNWI clients and handling complex individual, trust, estate, partnership, and corporate tax matters.
• Proficiency with tax preparation software such as Lacerte and automation tools like SurePrep.
• Experience with practice management and collaboration platforms, preferably Karbon (or similar tools).
• Strong technical knowledge of tax law, regulations, and research tools; ability to synthesize technical issues into practical client advice.
• Excellent leadership and team management skills, with experience mentoring staff and leading engagements.
• Outstanding client service, communication, and relationship building abilities.
• Highly organized, detail oriented, and able to manage multiple engagements and deadlines in a fast paced environment.

Responsibilities

• Manage and deliver tax compliance and planning engagements for individuals, partnerships, corporations, and trusts, with a focus on HNWI clientele.
• Review and prepare complex federal and state income tax returns and schedules, ensuring accuracy, completeness, and compliance with current tax laws.
• Develop and implement tax planning strategies to minimize client liabilities and support client financial objectives.
• Supervise, mentor, and review the work of senior associates and staff; provide feedback, training, and performance evaluations.
• Coordinate engagement workflow and deadlines using practice management tools (e.g., Karbon); delegate tasks and monitor progress to meet client and firm expectations.
• Oversee use of tax preparation and automation tools (e.g., Lacerte, SurePrep) to improve efficiency and maintain quality control.
• Perform tax research on technical issues and prepare written memos and recommendations for partners and clients.
• Build and maintain strong client relationships; serve as primary client contact on assigned engagements and proactively communicate tax planning opportunities and status updates.
• Collaborate with partners and other practice areas to pursue business development opportunities and support firm growth.
• Ensure firm policies, internal controls, and documentation standards are followed; assist with quality reviews and compliance matters.

Skills

Public accounting experience

Leadership

Client relationship management

Communication skills

Mentoring staff

Tax research

Education

Bachelor's degree in Accounting/Finance

Masters or advanced tax coursework

Tools

Lacerte

SurePrep

Karbon

Job description

CyberCoders seeks a seasoned Tax Manager to lead tax compliance, planning, and advisory services for a diverse client portfolio, including high net worth individuals, in Richmond, Virginia. This role requires strong public accounting experience, excellent communication, and hands-on use of tax software such as Lacerte and SurePrep, plus practice management tools like Karbon.

You will supervise staff, mentor associates, review complex returns, and help grow the firm’s client base through