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Remote HNW Tax Manager - $135k - $160k

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Newark, NJ • Atlanta, GA • Dallas, TX • Rockville, MD Remote Available
Full-time $135,000.00 - $165,000.00
Posted 05/20/2025
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HNW Tax Manager
 

Quick Snippet:

  • $135k - $160k range

  • 15 Person CPA Firm

  • Busy Season Hours Very Low (focus on quality over quantity)

  • Fully Remote Forever


Position Overview
The HNW Tax Manager will be responsible for providing comprehensive tax planning and compliance services to high net worth individuals. This role aims to optimize tax strategies while ensuring compliance with all relevant tax regulations and laws, ultimately enhancing the financial well-being of our clients.

Key Responsibilities

  • Develop and implement tax strategies for high net worth individuals to minimize tax liabilities.
  • Prepare and review complex tax returns, ensuring compliance with federal and state regulations.
  • Provide estate planning guidance and strategies to clients, including trust and gift tax considerations.
  • Conduct thorough tax research to stay updated on current tax laws and regulations affecting high net worth individuals.
  • Collaborate with wealth management and financial planning teams to integrate tax strategies into overall client investment plans.
  • Assist clients with partnership taxation matters and related compliance requirements.
  • Identify and mitigate risks related to tax exposure and compliance for clients' financial situations.
  • Communicate complex tax concepts and strategies clearly to clients and stakeholders.

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field; CPA or advanced tax qualification preferred.
  • Minimum of 5 years of experience in tax planning and compliance, specifically for high net worth individuals.
  • Strong knowledge of tax regulations, estate planning, and trust taxation.
  • Experience in risk management and developing investment strategies for affluent clients.
  • Excellent analytical skills and attention to detail in preparing tax documentation.
  • Strong communication and interpersonal skills to effectively engage with clients and team members.

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

  • high net worth individuals
  • Estate Planning
  • Compliance
  • Tax Compliance
  • Wealth Management
  • Investment Strategies
  • Financial Planning
  • Risk Management
  • trusts
  • Tax Research

Gannon Daynes is recruiting for this position and the positions below.
email meEmail me to apply for this position

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Employees will receive paid leave to the extent required by state or local law. This job was first posted by CyberCoders on 05/20/2025 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.

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Copyright © 1999 - 2025. CyberCoders, Inc. All rights reserved. Terms of Use Privacy Policy Cookie Settings Candidate Security & Phishing
CyberCoders is an Equal Employment 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.

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