Senior Tax Manager - Remote - Ultra High Net Worth Individuals

Agoura Hills, CA Remote Available

Full-time $140,000.00 - $175,000.00

Posted 01/23/2025

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

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.

Additional ways to apply

Preferred Skills

Kenny Strobel is recruiting for this position and the positions below.
Email me to apply for this position

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Job ID: SO3-1837552

Employees will receive paid leave to the extent required by state or local law. This job was first posted by CyberCoders on 01/23/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders, Inc 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.

Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.