Tax Manager

Job Description

Job Description

Tax Manager

About Us

Our company is a Nationally Ranked Public Accounting Firm, with locations all over the USA.

We pride ourselves on our commitment to excellence, client service, and community involvement.

Our Tax Department is known for its strategic advisory capabilities, particularly in the area of high-net-worth individuals, where we offer a sophisticated and nuanced approach to tax planning, compliance, and wealth management.

Because of our growth, we are looking for highly skilled and detail-oriented High Net Worth Individual (HNWI) Tax Manager to join our Tax Department in Philadelphia. The ideal candidate will be responsible for managing tax compliance and advisory services for high-net-worth individuals, including executives, entrepreneurs, family offices, and closely-held business owners.

Overview

This role requires a deep understanding of tax planning strategies for individuals with complex financial portfolios, estate planning, and wealth transfer. The HNWI Tax Manager will work closely with partners, clients, and other members of the tax team to deliver customized tax solutions that meet the unique needs of affluent clients.

Responsibilities

Tax Compliance and Advisory

• Manage the preparation and review of federal, state, and local tax returns for high-net-worth individuals, trusts, estates, and family entities.
• Provide sophisticated tax planning and advisory services, including wealth transfer strategies, charitable giving, and estate planning.
• Ensure accurate and timely filing of tax returns, with a focus on compliance with current tax laws and regulations.
• Conduct technical research on complex tax issues and provide guidance on tax-saving strategies tailored to each client's financial situation.

Client Relationship Management

Tax Planning and Wealth Management

Project and Team Management

Qualifications

Skills

Benefits

We offer a highly competitive national full package;

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. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.