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UHNW / HNW Senior Tax Manager roles $170-210K (REMOTE)
$170,000 - $210,000/Yr
CyberCoders - Dayton, OH
posted 3 months ago
Full-time - Mid Level
Hybrid - Dayton, OH
101-250 employees
Administrative and Support Services
About the position
The HNW Senior Tax Manager position is a remote role focused on providing tax services to high net worth clients and real estate industries. The role emphasizes work-life balance, offering flexible scheduling and generous PTO, while managing a variety of tax-related tasks and leading a team in a supportive corporate culture.
Responsibilities
- Review and manage tax returns, extensions, and tax planning calculations for all entity types with a focus on Individual HNW and/or Real Estate.
- 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 memorandums outlining findings and conclusions.
- Respond to IRS and state agency audits, inquiries, 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.
Requirements
- CPA or EA certification required.
- 4-10+ years of relevant tax experience, particularly in individual tax compliance and planning.
- Experience in tax research (RIA) and partnership tax is preferred.
- Experience with gift, estate, and trust returns is a plus.
- Outgoing and friendly personality, with a team player attitude.
- Desire and ability to train, mentor, and develop staff.
Nice-to-haves
- Real estate tax experience is a plus.
- Experience with Private Client Services or Family Office clientele.
Benefits
- 5 weeks of PTO
- Fridays off during busy seasons
- 401k Match
- Full Medical, Dental & Vision coverage
- Remote work flexibility
- Career growth opportunities
