Tax Manager - HNW Focused (Fully-Remote)
We are one of the premier Top 200 CPA firms in the Region serving High Net worth clients and also industries like technology, construction, real-estate, and Healthcare / Medical. We have a unique firm split into three key areas of focus - Tax & Audit, Wealth Management and Small Business Accounting. We pride ourselves on our culture and are one of the few firms around spreading around the work to limit the grind during busy seasons. Work life balance is important to us and we are looking to bring on Remote Tax Managers and Tax Seniors to our team. If this sounds like a fit, please read on!
- RENOTE roles - You can be based anywhere in the U.S - Preferred Illinois (Chicago), Boca Raton (Florida), Atlanta (Georgia)
Top Reasons to Work with Us
- Fantastic Work/Life Balance including long weekends when not in season!
- 401k Match
- Full Medical, Dental & Vision
- Kind and caring corporate culture from top to bottom
- Excellent career growth opportunity
- 5 Weeks PTO + Holidays
What You Will Be Doing
We have multiple roles to include HNW focused Tax Senior up to Senior Tax Manager
* • Generalist
- Real Estate focused
- Tax Strategy focused
Responsibilities
Include
- Review and manage tax returns, extensions, tax planning calculations with a focus on HNW Individuals & Families
- Review financial statements and perform accounting and adjusting entries, bank reconciliations, and client books and records
- Prepare and review complex tax planning projections for individual and corporate estimated tax liability
- Manage and monitor client deliverables and due dates
- Prepare or review complex U.S. and state individual income, gift tax, and estate tax returns
- 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 (experience in CS Suite and UltraTax a plus)
- Tax research experience (RIA)
- Gift, estate, and trust return experience would be a plus
- 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 Tax Seniors are encouraged to apply ASAP and / or you can send your resume to me directly at: [email protected] Applicants must be authorized to work in the U.S. 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 : KC24-1859915 -- in the email subject line for your application to be considered.***
Kiefer Cundy - Recruiter 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 07/16/2025 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. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at [email protected] to make arrangements. Apply tot his job Apply To this Job