Sr. HNW Tax Manager

2 days ago

Santa Barbara, United States CyberCoders Full time
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 and also Sr. Tax Managers with strong experience working with HNW & Ultra High Net Worth clientelle.

HNW Senior Tax Managers / Directors Who Have Strong Experience Working In HNW Private Client Services Or Family Office Divisions For Top Tier National CPA Public Accounting Firms And / OR Wealth Management 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
  • REMOTE model where you have flexibility to create a fantastic work / life integration
  • Excellent career growth opportunity
  • ***Summer Fridays off

What 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 workflows

What 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 staff

What's In It for You

We offer competitive compensation and world class benefits and perks. Please inquire for more information

Benefits

  • Vacation/PTO
  • Medical
  • Dental
  • Vision
  • 401k
  • Bonus

Tax Directors and Sr. Tax Managers specialized in the HNW and Ultra HNW arenas are encouraged to apply ASAP and / or you can send your resume to me directly at: Chuck.Cooke@CyberCoders.com

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Chuck Cooke

Benefits

Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:

Email Your Resume In Word To:

chuck.cooke@cybercoders.com

  • Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : CK-1825970 -- in the email subject line for your application to be considered.***

Chuck Cooke - VP of Recruiting

For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.

CyberCoders will consider for Employment in the City of Los Angeles qualified Applicants with Criminal Histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.

This job was first posted by CyberCoders on 10/21/2024 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

  • Tax and Accounting Manager

    4 days ago

    Santa Monica, United States Gerber Kawasaki Wealth & Investment Management Full time

    Gerber Kawasaki is one of the fastest-growing and most influential independent Wealth and Investment Management firms in the country. We are searching for a Tax and Accounting Manager to be the Internal expert responsible for managing tax reporting, compliance, audits, optimization, and tax planning functions. We are seeking an experienced, detail-oriented...

  • Tax and Accounting Manager

    5 days ago

    Santa Monica, United States Gerber Kawasaki Wealth & Investment Management Full time

    Gerber Kawasaki is one of the fastest-growing and most influential independent Wealth and Investment Management firms in the country. We are searching for a Tax and Accounting Manager to be the Internal expert responsible for managing tax reporting, compliance, audits, optimization, and tax planning functions. We are seeking an experienced, detail-oriented...

  • Gerber Kawasaki Wealth

    5 days ago

    santa monica, United States Gerber Kawasaki Wealth & Investment Management Full time

    Gerber Kawasaki is one of the fastest-growing and most influential independent Wealth and Investment Management firms in the country. We are searching for a Tax and Accounting Manager to be the Internal expert responsible for managing tax reporting, compliance, audits, optimization, and tax planning functions. We are seeking an experienced, detail-oriented...

  • Tax Principal

    3 weeks ago

    Santa Monica, United States Navigate Search Full time

    A well respected Professional Services firm (Sports & Entertainment) is looking for a Tax Principal to be a future leader of the tax department.Equity Partnership can be offered for the right person within 2 years.This new addition will step into an established book of business.This hire will be responsible for tax compliance, consulting, planning, advisory,...

  • Senior Tax Manager

    2 months ago

    Santa Barbara, United States Platform Accounting Group Full time

    Job DescriptionJob DescriptionDue to continuing growth, our team is seeking a Senior Tax Manager who has an entrepreneurial spirit and knows how to get things done. In addition to the traditional roll-up your sleeves tax review and client advisory, the role requires a strong sense of entrepreneurship, strategy, and management. We rely heavily on our local...

  • Tax Resolution Specialist

    1 month ago

    Santa Ana, California, United States Fresh Tax Solutions Full time

    About Our CompanyFresh Tax Solutions is a rapidly growing tax resolution firm. We're dedicated to providing exceptional service and changing our clients' lives.Job SummaryWe're seeking a highly motivated and driven Enrolled Agent or Tax Attorney to join our team. As a key member, you'll be responsible for performing various duties, including correspondence...

  • Tax Resolution Specialist

    4 weeks ago

    Santa Ana, California, United States Fresh Tax Solutions Full time

    About Our CompanyFresh Tax Solutions is a rapidly growing tax resolution firm. We are seeking a highly motivated and experienced professional to join our team as a Tax Resolution Specialist.Job SummaryWe are looking for a passionate and driven Tax Resolution Specialist to join our expanding team. As a Tax Resolution Specialist, you will be responsible for...

  • Tax Resolution Specialist

    4 weeks ago

    Santa Ana, California, United States Fresh Tax Solutions Full time

    Job SummaryFresh Tax Solutions is a rapidly growing tax resolution firm that requires a highly motivated and results-driven Tax Resolution Specialist to join our team. As a key member of our team, you will be responsible for resolving client tax issues by communicating with IRS/state authorities, filing tax programs, and providing exceptional customer...

  • Tax Resolution Specialist

    4 weeks ago

    Santa Ana, California, United States Fresh Tax Solutions Full time

    About UsFresh Tax Solutions is a rapidly growing tax resolution firm. We prioritize empathy, honesty, and top-notch service above all else.Job SummaryWe are seeking a highly motivated Tax Resolution Specialist to join our team. This role involves correspondence with IRS/State authorities by phone, email, and/or fax (Compliance Calls).Key ResponsibilitiesFile...

  • Tax Resolution Specialist

    1 week ago

    Santa Ana, California, United States Fresh Tax Solutions Full time

    Company OverviewFresh Tax Solutions is a rapidly expanding tax resolution firm, dedicated to providing top-notch service and changing clients' lives.About the RoleWe're seeking a passionate and driven Tax Resolution Specialist to join our team. As a key member of our team, you will play a critical role in helping clients navigate complex tax issues and...

  • Tax Resolution Specialist

    4 weeks ago

    Santa Ana, California, United States Fresh Tax Solutions Full time

    We are seeking a highly motivated Tax Relief Entry Level Sales Representative to join our dynamic team at Fresh Tax Solutions, a rapidly expanding tax resolution firm.About UsOur company is dedicated to providing top-notch service and helping clients achieve the tax relief they need. We prioritize empathy, honesty, and delivering exceptional customer...

  • Enrolled Agent

    5 months ago

    Santa Ana, United States Fresh Tax Solutions Remote Work Freelance Full time $50,000 - $100,000

    About Our Company:Fresh Tax Solutions is a rapidly growing tax resolution firm We are looking for a self-motivated, hardworking, high-energy candidate to join our team and hit the ground running! If this sounds like something you are interested in.At Fresh Tax Solutions, we're looking for passionate, driven Enrolled Agents or Tax attorneys to join our...

  • Enrolled Agent

    5 months ago

    Santa Ana, United States Fresh Tax Solutions Remote Work Freelance Full time $100,000 - $200,000

    Enrolled Agent or Tax Attorney About Our Company:Fresh Tax Solutions is a rapidly growing tax resolution firm We are looking for a self-motivated, hardworking, high-energy candidate to join our team and hit the ground running! If this sounds like something you are interested in.At Fresh Tax Solutions, we're looking for passionate, driven Enrolled Agents or...

  • Tax Resolution Specialist

    2 weeks ago

    Santa Ana, California, United States Fresh Tax Solutions Full time

    Fresh Tax Solutions is a rapidly growing tax resolution firm.About the JobWe are seeking a self-motivated, hardworking, high-energy candidate to join our team and hit the ground running. No experience is required.At Fresh Tax Solutions, we pride ourselves on being the best tax firm dedicated to changing our clients' lives.We prioritize empathy, honesty, and...

  • Tax Solutions Champion

    3 weeks ago

    Santa Ana, California, United States Fresh Tax Solutions Full time

    We are seeking a passionate and driven Tax Solutions Champion to join our dynamic team at Fresh Tax Solutions. This exciting opportunity offers the chance to be part of a thrilling journey, transforming lives through tax expertise.As a Tax Solutions Champion, you will dive headfirst into exciting opportunities, guiding clients through their tax challenges...

  • Tax Resolution Consultant

    4 weeks ago

    Santa Ana, California, United States Fresh Tax Solutions Full time

    Exciting Opportunity: Become a Tax Resolution ConsultantFresh Tax Solutions, a rapidly growing tax resolution firm recognized as a finalist for the Better Business Bureau and Top Workplace in Orange County, is seeking a motivated Inside Sales Representative to join our dynamic team.About Fresh Tax SolutionsWe foster a culture of love and collaboration,...

  • Senior Tax Resolution Specialist

    2 weeks ago

    Santa Ana, California, United States Fresh Tax Solutions Full time

    About Fresh Tax SolutionsWe are a rapidly growing tax resolution firm dedicated to providing top-notch service and changing our clients' lives. Our team is passionate, driven, and committed to delivering the highest level of customer service.Job DescriptionAs a Senior Tax Resolution Specialist, you will be responsible for performing various duties including...

  • Tax Resolution Specialist

    1 month ago

    Santa Ana, California, United States Fresh Tax Solutions Full time

    About the Job: As a Tax Resolution Specialist with Fresh Tax Solutions, you will be working in a rapidly growing tax resolution firm where we prioritize empathy, honesty, and top-notch service above all else. Our goal is to provide clients with the highest level of customer service and to help them get the tax relief they need.What We Are Looking For:Great...

  • Tax Relief Sales Representative

    3 weeks ago

    Santa Ana, California, United States Fresh Tax Solutions Full time

    About UsFresh Tax Solutions is a reputable and BBB-accredited tax relief company that specializes in resolving IRS tax challenges. We empower individuals and businesses to break free from tax debt and regain financial freedom.Our MissionWe're dedicated to providing our clients with effective solutions and exceptional customer service. Our team of experts is...

  • Sr. Accountant

    1 month ago

    Santa Barbara, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are seeking a Sr. Accountant for a Real Estate Investment Firm. This is 100% remote (Pacific standard or Mountain time). This role will involve handling accounting tasks across multiple entities, engaging in financial statement preparation, and managing both Accounts Payable and Accounts Receivable. The chosen candidate will...