Premier Regional Tax and Wealth / Investment Management Advisory firm serving High Net Worth 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 clients Wealth, Investment and Tax needsteg, reporting, & planning / strategy.
Our Tax Advisory department is in need of a Tax Manager with strong prep & review experience for Individual and Estate tax returns. Work life balance is important to us and this will be a different pace than your traditional CPA 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
Excellent career growth opportunity
What You Will Be Doing
Prepare, review and manage tax returns, extensions, tax planning calculations, for all Individuals
Prepare or review complex U.S. and state individual income, gift tax, and estate tax returns
Prepare and review 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
4-10+ 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!
Tax Managers and Sr. Tax Managers specialized on the Individual / Estate side are encouraged to apply ASAP and / or you can send your resume to me directly at: Chuck.Cooke@CyberCoders.com
Email Your Resume In Word To 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:
chuck.cooke@cybercoders.com
Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : CK-1768829 -- 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.
This job was first posted by CyberCoders on 10/12/2023 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.