Tax Advisor (100% Remote) (Wealth Management)

CyberCoders

$95K — $140K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Active CPA, EA, or JD required
  • Minimum 5-6 years of public accounting or wealth management experience
  • Strong focus on high net worth clients
  • Demonstrated stability in previous roles
  • Experience in a holistic financial advising environment

Responsibilities

  • Lead tax planning and strategy implementation for high net worth individuals and businesses
  • Collaborate with financial advisors to ensure comprehensive client service
  • Assist in developing tax-saving strategies tailored to client needs
  • Provide expert guidance on tax compliance and regulations
  • Mentor junior team members and oversee their development

Benefits

  • Medical, dental, and vision insurance
  • 401(k) matching contributions
  • Discretionary bonuses ranging from 10% to 15% of salary
  • Potential for future equity participation
  • Generous paid time off (18 to 25 days)
  • 12 paid holidays annually
Full Job Description
Job Title: Tax Advisor
Job Location: Fully Remote (Anywhere in the US)
Job Salary: $95k - $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: $95k - $140k+
  • Medical/Dental/Vision
  • 401k Match
  • Bonus: 10% to 15% of Salary
  • Future Equity
  • PTO: 18 to 25 PTO Days
  • 12 Paid Holidays

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