Tax Advisor - Wealth Management Remote

Job Title : Tax Advisor

Job Location : Fully Remote (Anywhere in the US)

Job Salary : $90k - $140k

Requirements : Active CPA license, Must have 4-7+ Years of Public Accounting Experience / Wealth Management Experience

We a Top Registered Investment Advisory / RIA Firm with over 1200 employees and over $80 billion in Assets Under Management and growing each and every year.

We have a diverse set of clients ranging from HNWIs and their multi-million dollar businesses and traditional clientele with small to mid sized businesses.

We take a holistic approach to financial advising - implementing tax planning and saving strategies.

We are not like your traditional public accounting firm with strenuous hours and minimal work / life balance. We are the opposite.

We also do not track billable hours.

Due to continuous growth, we are looking to add a Tax Advisor (this is a Tax Senior / Manager level person) to help lead the team! This is a 100% Remote Role!

Requirements include having an Active CPA, EA, or JD, having 5-6+ Years of Public Accounting / Wealth Management Experience, and having shown solid tenure in their past roles.

In return, we are offering a competitive salary ($95k - $140k+), Full Benefits (including Health, Dental, Vision, 401k Match, etc.

Discretionary Bonuses, Generous PTO, and Paid Holidays. Please apply today or send an email with a copy of your latest resume to [email protected]!

What You Need for this Position

Required

• Active CPA, EA or JD
• High Net Worth Focused
• At least 5-6+ years of Public Accounting Experience
• Has shown solid tenure in past roles

Benefits

• Salary : $90k - $140k+
• Medical / Dental / Vision
• 401k Match
• Bonus : 10% to 15% of Salary
• Future Equity
• PTO : 18 to 25 PTO Days
• 12 Paid Holidays

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 :

[email protected]

Please do NOT change the email subject line in any way. You must keep the JobID : linkedin : GD8-1821337 in the email subject line for your application to be considered.

Gordon Dia - Recruiter

Applicants must be authorized to work in the U.S. CyberCoders will consider for Employment in the City of Los Angeles qualified Applicants with Criminal Histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.

This job was first posted by CyberCoders on 09 / 25 / 2024 and applications will be accepted on an ongoing basis until the position is filled or closed.

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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.

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