Senior Tax Advisor - Wealth Management

San Diego, CA • Denver, CO Remote Available

Full-time $120,000.00 - $150,000.00

Posted 10/22/2024

We are an award winning wealth management & financial services firm with over $80 Billion in AUM and continuing to grow. We've been in business for over 25+ years and work exclusively with High Net Worth & Ultra High Net Worth Individuals & their businesses.

We are currently seeking an experienced Tax Manager / Senior Tax Advisor to join our team. This is a full time, 100% Remote position. In this role, you will be responsible for tax preparation & review, tax planning, strategy and client relationship management.

Key Responsibilities

Preparation & Review of Individual returns along w/ Partnership, Corporate, Trust & Gift tax returns
Advising clients of ongoing tax strategy
Research and consult on complex tax issues
Engage & identify in tax planning and business planning opportunities
Develop long term relationships with clients

Qualifications

Minimum of five years experience working at a public accounting or wealth management firm
Active CPA, EA or JD is required
Bachelor's Degree in Accounting or related field
Tax Preparation & Review of High Net Worth & Ultra High Net Worth Individuals
Ability to manage client expectations and relationships
Experience performing tax research and resolving complicated issues

Benefits

Salary: $120k - $150k
Annual bonuses (10 - 15%)
100% Remote from home role
Medical, Dental & Vision Insurance
Employer paid Life Insurance
Paid parental leave
5 Weeks PTO
10 Paid Holidays
401k (match & profit sharing)
Trainings and professional development

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

Alex Higgins is recruiting for this position and the positions below.
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Job ID: AM8-1826155

Employees will receive paid leave to the extent required by state or local law. This job was first posted by CyberCoders on 10/22/2024 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.