High Net Worth Tax Specialist

5 days ago


Philadelphia, Pennsylvania, United States CyberCoders Full time

CyberCoders is a leading accounting and tax services provider, serving high net worth individuals and families across the country. We are seeking an experienced Tax Manager /Senior Tax Manager to join our team in Philadelphia, Dallas, Chicago, Los Angeles, Washington DC, or Miami.

Job Description

We are looking for a knowledgeable and motivated Tax Manager/Senior Tax Manager to manage the tax needs of high net worth individuals, with a focus on completing and reviewing trust and estate tax returns. As a key member of our team, you will collaborate closely with clients to provide tailored tax strategies that align with their financial goals.

Key Responsibilities:
  • Prepare and review complex federal and state tax returns for high net worth individuals, trusts, and estates.
  • Develop and implement tax planning strategies to optimize clients' tax situations.
  • Advise clients on various tax-related matters, including estate planning and charitable giving.
  • Supervise and mentor junior staff members, fostering a collaborative learning environment.
  • Stay current with tax laws and regulations to ensure compliance and identify opportunities for clients.
  • Build and maintain strong client relationships through effective communication and exceptional service.

$140,000 - $200,000 per year

Qualifications:
  • Bachelor's degree in Accounting, Finance, or a related field; Master's in Taxation or an equivalent degree preferred.
  • CPA certification is required.
  • Minimum of 5 years of tax experience, with a focus on high net worth individuals, trusts, and estates.
  • Strong technical knowledge of tax laws and regulations.
  • Excellent analytical, organizational, and communication skills.
Why Work with Us?

CyberCoders offers a comprehensive benefits package, including health insurance, retirement plans, and paid time off. We prioritize work-life balance, offering flexible hours and remote work options. Our supportive culture values collaboration, innovation, and respect. If you are passionate about tax planning and want to make a difference for our high net worth clients, we encourage you to apply.



  • Philadelphia, Pennsylvania, United States International Search Consultants Full time

    Job OverviewWe are seeking an experienced High Net Worth Client Strategist to join our Family Office Services team in Philadelphia. As a key member of our team, you will be responsible for providing strategic oversight and support to our select portfolio of clients.Key ResponsibilitiesProvide strategic guidance on extended services for high net worth...


  • Philadelphia, Pennsylvania, United States Jobot Full time

    Job OverviewWe are a dynamic and growing public accounting firm committed to fostering a culture that values work-life balance, skill development, and rewarding high performance.Key ResponsibilitiesLead and mentor the tax team in delivering high-level tax advisory services to corporate clients and high-net-worth individuals.Conduct tax research, address...


  • Philadelphia, Pennsylvania, United States Jobot Full time

    We are a dynamic and growing public accounting firm with multiple locations across Pennsylvania, committed to fostering a culture that values work-life balance, skill development, and rewarding high performance.Our team thrives on collaboration, initiative, and the ability to make a positive impact. We prioritize growth and excellence, creating an...


  • Philadelphia, Pennsylvania, United States Jobot Full time

    Unleash Your Expertise as a Senior Tax Advisory ManagerWe are a dynamic and growing public accounting firm in Philadelphia, committed to fostering a culture that values work-life balance, skill development, and rewarding high performance.About the Opportunity:Lead and mentor our tax team, supporting professional development and managing client...


  • Philadelphia, Pennsylvania, United States WSFS Bank Full time

    Company OverviewWSFS Bank is a regionally headquartered bank and wealth management company that empowers its Associates to grow their careers and guide customers to secure their financial futures.


  • Philadelphia, Pennsylvania, United States Global Tax Management Full time

    About the RoleWe are seeking a highly skilled Senior Transfer Pricing Specialist to join our team at Global Tax Management in Philadelphia.Key Responsibilities:Conduct transfer pricing analyses for multinational corporate clients, including examining financial and economic data, creating client reports, and devising effective strategies for addressing...


  • Philadelphia, Pennsylvania, United States AION Management LLC Full time

    Job Title: Tax Compliance Specialist">About the Job:We are seeking a highly motivated Tax Compliance Specialist to join our team at AION Management LLC. The successful candidate will be responsible for managing the firm's tax compliance, including tax returns, K-1s, and other tax reporting. This individual will also provide expert guidance on tax matters,...


  • Philadelphia, Pennsylvania, United States FIRST SOFTSOLUTIONS INC Full time

    Job Title: Senior .Net Developer ConsultantJob Description:We are actively seeking an experienced .Net/C# Developer Consultant with expertise in database programming to join our team at FIRST SOFTSOLUTIONS INC.Key Responsibilities:Develop and maintain .Net applications using C#.Design and implement database solutions using PL/SQL.Collaborate with the team to...


  • Philadelphia, Pennsylvania, United States Aramark Full time

    About This OpportunityAre you a skilled professional with experience in sales tax compliance and management?Aramark, a global leader in food and facilities management, is seeking a talented individual to join our team as a Tax Compliance Specialist.


  • Philadelphia, Pennsylvania, United States Alpha Business Solutions Full time

    Job Title: Technical Lead - .NET DevelopmentWe are seeking a highly skilled Technical Lead - .NET Development to lead our team in developing and maintaining our company's .NET applications. The successful candidate will have extensive experience in .NET core, Angular, SQL, and microservices architecture.Key Responsibilities:Provide technical leadership and...

  • Tax Professional

    5 days ago


    Philadelphia, Pennsylvania, United States JUMPING JACK TAX - PHILADELPHIA - ERIE AVENUE Full time

    At JUMPING JACK TAX - PHILADELPHIA - ERIE AVENUE, we are seeking highly skilled Tax Professionals to join our team. As a Tax Professional, you will be responsible for providing exceptional customer service and expertise in tax preparation and financial services.We offer a competitive salary of $15.00-$20.00 per hour, based on experience, and the opportunity...


  • Philadelphia, Pennsylvania, United States Comcast Corporation Full time

    Job OverviewAt Comcast Corporation, we're revolutionizing the way people experience entertainment and online experiences. As a leader in the industry, we're constantly innovating and pushing boundaries to deliver world-class products and services.This role is an excellent opportunity for a highly motivated individual to join our team as a Tax Compliance...


  • Philadelphia, Pennsylvania, United States Comcast Corporation Full time

    Comcast Corporation brings together the best in media and technology to create unparalleled entertainment and online experiences. As a Senior Manager, Tax Specialist, you will play a critical role in representing Comcast in state and local tax audit matters with government agencies.Job Description:You will be part of a collaborative team that prepares...


  • Philadelphia, Pennsylvania, United States Resource Informatics Group Inc Full time

    Job DescriptionWe are seeking a seasoned .Net Developer with AWS experience to lead our cloud migration efforts. As part of our team, you will be responsible for migrating existing applications to the cloud and driving the adoption of serverless computing.About the Role:Migrate legacy applications to the cloud using AWS servicesDesign and implement scalable,...


  • Philadelphia, Pennsylvania, United States Gamoran Legal Consulting Full time

    Are you an experienced tax professional looking to take your career to the next level?Gamoran Legal Consulting, a leading legal recruiting firm, is assisting a prestigious law firm in their search for a Tax Associate to join their Tax Practice, a subgroup of their Tax & Benefits practice group.This position offers exciting opportunities to work with...

  • Tax Specialist

    1 day ago


    Philadelphia, Pennsylvania, United States Gpac Full time

    Job OpportunityA respected accounting firm in the Philadelphia area seeks a highly skilled Tax Senior to join their team. This role offers a great chance to grow professionally and personally in a family-friendly environment with excellent benefits and stunning views from the office windows.The ideal candidate should possess a strong academic background in...


  • Philadelphia, Pennsylvania, United States Liberty Personnel Services, Inc Full time

    Job DescriptionWe are seeking a detail-oriented individual to join our team as a Real Estate Tax Credit Operations Specialist. This role is ideal for someone with experience in the real estate industry and a passion for providing excellent customer service.The successful candidate will be responsible for working closely with Property Managers and Assistant...


  • Philadelphia, Pennsylvania, United States Haven Behavioral Healthcare Full time

    At Haven Behavioral Healthcare, we are dedicated to providing high-quality behavioral health services for older adults. We are seeking a highly skilled Registered Nurse (RN) to join our team as a High-Level Behavioral Health Specialist.


  • Philadelphia, Pennsylvania, United States TRI STATE CONSULTING SERVICES Full time

    We are seeking a skilled Cadastral Mapping Specialist to join our team at TRI STATE CONSULTING SERVICES.About the RoleThis is a full-time position that involves performing various mapping and title functions in preparation of a county-wide property tax roll.The ideal candidate will have strong analytical skills, be able to interpret parcel identification...


  • Philadelphia, Pennsylvania, United States destinationone Consulting Full time

    Job Summarydestinationone Consulting is a leading recruitment agency specializing in diverse sectors, including CleanTech, Education and EdTech, Government, Health and MedTech, Healthcare and Wellness, Legal, Not-For-Profit, and Public Accounting.We are committed to building a robust talent pool, enabling our recruiters to quickly connect job seekers with...