Senior Tax Manager (Ultra HNW)

Lexington, KY Remote Available

Full-time $150,000.00 - $190,000.00

Posted 12/20/2024

Premier National Tax and Wealth / Investment Management Advisory firm serving High Net Worth & Ultra HNW 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 client's Wealth, Investment and Tax needs, reporting, & planning / strategy.

Our Tax Advisory department is in need of Sr. Tax Managers with strong experience working with HNW & Ultra High Net Worth clientelle.

HNW Senior Tax Managers who have strong experience working in HNW Private Client Services or Family Office divisions for Top tier national CPA Public Accounting firms are encouraged to apply ASAP as this will be an opportunity to continue working in the areas you enjoy without the same negative impact of ultra stressfull busy seasons:

Work life balance is important to us and this will be a different pace than your traditional CPA or Public Accounting 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

-Review and sign individual, trust, partnership, and corporate multistate tax returns
-Review and communicate 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

- 8-10+ 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!

Benefits

- Vacation/PTO
- Medical
- Dental
- Vision
- 401k
- Bonus
- Relocation

Tax Managers and Sr. Tax Managers specialized in the HNW and Ultra HNW areanas are encouraged to apply ASAP and / or you can send your resume to me directly at: John.OGrady@CyberCoders.com

Benefits

- Vacation/PTO
- Medical
- Dental
- Vision
- 401k
- Bonus

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

John OGrady is recruiting for this position and the positions below.
Email me to apply for this position

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Job ID: JO8-1834075

Employees will receive paid leave to the extent required by state or local law. This job was first posted by CyberCoders on 12/20/2024 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.