Premier National Tax and Wealth / Investment Management Advisory firm serving High Net Worth & Ultra HNW Individuals & their familes is in growth mode. Offering numerous services to include Business & Tax Advisory, Investment Management, Estate Planning, LIfe Cycle & Generational Planning, this is truely a full service firm for client's Wealth, Investment and Tax needs, reporting, & planning / strategy.
Our Tax Advisory / Compliance department is in need of Tax Directors with strong experience working with HNW & Ultra High Net Worth clientelle.
HNW Senior Tax Managers or Directors who have strong experience working in HNW Private Client Services or Family Office divisions for Top tier national CPA Public Accounting firms are encouraged to apply ASAP as this will be an opportunity to continue working in the areas you enjoy without the same negative impact of ultra stressfull busy seasons:
Work life balance is important to us and this will be a different pace than your traditional CPA or Public Accounting Firm. If this sounds like a fit, please read on!Top Reasons to Work with Us-Fantastic Work/Life Balance
- 401k Match
- Full Medical, Dental & Vision
- Kind and caring corporate culture from top to bottom
- Excellent career growth opportunityWhat You Will Be Doing-Review and sign individual, trust, partnership, and corporate multistate tax returns
-Review and communicate complex tax planning projections for individual and corporate estimated tax liability
-Manage and monitor client deliverables and due date
-Conduct complex tax research and prepare memorandum outlining findings and conclusions
-Respond to IRS and state agency audits, inquires, and tax notices
-Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters
-Lead department in knowledge of software, processes, and workflowsWhat You Need for this Position- 8-10+ years minimum of relevant experience
- Experience in individual tax compliance, planning
- Tax research experience (RIA)
- Gift, estate, and trust return experience is needed
- Experience in partnership tax would be a plus
- Outgoing and friendly personality a team player
- Forward-thinking and always looking for ways to improve, learn, and grow
- Desire and ability to train, mentor/lead, and develop staffWhat's In It for YouWe offer competitive compensation and world class benefits and perks. Please inquire for more information!Benefits- Vacation/PTO
- Medical
- Dental
- Vision
- 401k
- Bonus
- Relocation
Tax Directors and Sr. Tax Managers specialized in the HNW and Ultra HNW areanas are encouraged to apply ASAP and / or you can send your resume to me directly at: Chuck.Cooke@CyberCoders.com
Applicants must be authorized to work in the U.S.
Additional ways to apply Preferred Skills Tax Accounting Tax Manager Senior Tax Manager Tax Supervisor CPA Certified Public Accountant Chuck Cooke is recruiting for this position and the positions below.
Email me to apply for this position