Tax Manager - REMOTE ($130k-$170K DOE)

Dallas, TX • Houston, TX Remote Available

Full-time $130,000.00 - $170,000.00

Posted 05/14/2024

The Tax Manager Private Client Services is a key role in the organization, responsible for providing comprehensive tax planning and compliance services for Ultra High Net Worth Individuals (UNHWI) and High Net Worth Individuals (HNWI). The position includes a variety of tax planning, tax return preparation, and client service responsibilities.

Position Overview:

Provide high-level tax planning, consulting, and compliance services for UNHWIs and HNWIs
Use tax research techniques to interpret changes in the tax law and develop creative strategies
Prepare complex tax returns and returns related to trusts, estates, and other entity filing requirements
Provide advice to clients on tax planning, including trusts, estate planning, and asset protection
Provide tax advice to clients on business transactions, including mergers, acquisitions, and reorganizations
Stay abreast of changing tax laws, regulations and compliance requirements
Provide excellent customer service to clients

Key Responsibilities:

Research and analyze tax law changes, pronouncements and other related developments
Prepare and review complex individual, trust, estate, and entity tax returns
Advise clients on tax strategies to minimize their tax liabilities
Provide consultation on complex tax issues such as estate planning, asset protection, and business transaction structuring
Ensure accuracy of tax returns and compliance with applicable laws, regulations, and filing requirements
Conduct tax audits and research on potential tax issues
Educate clients on tax planning strategies
Identify and document potential tax risks and opportunities

Qualifications:

CPA designation
Experience in HNWI & UHNWI

Benefits

Competitive Base
Medical/Dental/Vision
Life Insurance
4 Weeks PTO at Start
Paid Maternity Leave (12 weeks)/Paid Paternity Leave (4 weeks)
15 paid Holidays
401k with employer match and profit sharing
Optional HSA with employer contribution
Pet Insurance
Gym membership

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

Brandon Klaffka is recruiting for this position and the positions below.
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Job ID: BK9-1802094

Employees will receive paid leave to the extent required by state or local law. This job was first posted by CyberCoders on 05/14/2024 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.