Senior Tax Manager - Remote - Ultra High Net Worth Individuals

CyberCoders; Agoura Hills (CA); Remote; USD 80,000 - 150,000; Full time

Job summary

An innovative tax accounting and wealth optimization firm seeks a dynamic Tax Professional at the Manager, Senior Manager, or Director level. This exciting opportunity involves leading the review of complex tax returns for ultra-high net worth individuals, overseeing compliance, and advising clients on strategic tax planning. The firm offers a fully remote work environment, allowing you to collaborate with a talented team while providing exceptional service to entrepreneurial clients. If you're passionate about making a significant impact in the financial futures of your clients, this role is perfect for you.

Benefits

Medical/Dental Vision

401K with Match

Potential Bonuses

Unlimited PTO

Tuition Reimbursement

Qualifications

• 7+ years of tax accounting experience with strong knowledge of tax laws.
• Active CPA certification and proficiency in tax software required.

Responsibilities

• Lead review of complex tax returns for Ultra/High Net Worth Individuals.
• Advise clients on tax-saving strategies and manage a team of tax professionals.

Skills

Tax Planning

Tax Compliance

Leadership

Client Relationship Management

Project Management

Communication Skills

Education

Bachelor's degree in Accounting

Master's degree in Accounting (preferred)

Tools

Tax Software

Accounting Systems

Job description

If you are a HNWI Tax Professional, with Manager, Senior Manager or Director Level Experience, give this a look!

About Us

Our company is a tax accounting and wealth optimization firm, that offers innovative strategies to enhance clients' financial futures.

The unique approach of our firm integrates the services of a multi-family office with those of a traditional tax firm, providing comprehensive financial coaching across various aspects of clients' businesses, portfolios, and financial matters.

Majority of our clients are entrepreneurs, with a net worth of $50M to $500M dollars. This is why having Ultra High Net Worth Individual Tax Planning, Preparation, Review & Compliance is vital.

Because of our growth, we are looking for a Manager, Senior Manager or Director level accountant to hit the ground running.

Responsibilities

-Lead the review of complex tax returns, with a focus on Ultra/High Net Worth Individuals, Trust, Estate, Gift & NFP.

-Oversee tax compliance and ensure timely filing of all federal, state, and local tax returns.

-Advise clients on tax-saving strategies, including tax planning, structuring, and compliance for businesses and individuals.

-Remotely Manage and mentor a team of tax professionals, providing guidance and oversight on client projects.

-Stay current with changing tax regulations and ensure clients are aware of potential impacts on their financial strategies.

-Develop and maintain strong client relationships by offering proactive tax advice and fostering trust.

-Collaborate with the financial planning and asset management teams to provide integrated services and ensure all financial aspects of clients' needs are met.

-Provide support for tax audits and inquiries by tax authorities as needed.

Qualifications:

• Bachelor's degree in Accounting, Finance, or a related field (Master's is preferred).
• Active CPA Certification
• 7+ years of recent experience in tax accounting or public accounting.
• Strong knowledge of federal, state, and local tax laws, with proven experience in tax planning and compliance.
• Leadership and project management skills, with the ability to handle multiple clients and deadlines.
• Excellent communication and interpersonal skills for effective client interaction.
• Proficiency in tax software and accounting systems.

Benefits

- Fully Remote (HQed in California but open to anywhere in the United States)
- Medical/Dental Vision
- 401K with Match
- Potential Bonuses
- Unlimited PTO (Minimum of 15 days you MUST take)
- Tuition Reimbursement