Tax Manager(Advisory) - Wealth Management ($250K + 20-30% Bonus)

tax

Job Title: Tax Manager up to Tax Director 

Location: Hybrid Preferred but can Remote 

Employment Type: Full-Time 

Requirements: Must 7-15+ years of public accounting experience, Mostly HNW Experience and Active CPA 

Salary: $140-250+ 20-30% Bonus + Business Development Bonus

 

About the Opportunity: 

We are partnering with a growing small-to-mid-sized wealth management firm that serves a sophisticated client base of high-net-worth individuals and closely held businesses. Their clients are primarily in real estate, construction, professional services, and manufacturing industries.

This firm is known for its tight-knit, family-oriented culture and a team of entrepreneurial, proactive professionals who thrive on collaboration and innovation. They offer a unique environment where your ideas are valued and your impact is visible.

Why This Role Stands Out:

• Reduced hours with highly competitive compensation
• Strong work-life balance without sacrificing earning potential 
• Close collaboration with experienced advisors and leadership 
• Opportunity to work with complex, high-net-worth tax scenarios 
• Entrepreneurial culture with autonomy and flexibility

Key Responsibilities: 

• Develop and implement proactive tax planning strategies for high-net-worth individuals and business owners 
• Analyze financial and tax data to identify planning opportunities 
• Collaborate with advisors on entity structuring, income tax strategies, and long-term planning 
• Provide guidance on tax implications related to real estate investments, business operations, and wealth transfer 
• Stay current on tax law changes and communicate impacts to clients and internal teams

Qualifications 

• CPA, EA, or equivalent experience preferred 
• Strong background in tax planning - not just compliance, more advisory focused 
• Experience working with high-net-worth individuals and/or closely held businesses 
• Familiarity with industries such as real estate, construction, professional services, or manufacturing is a plus 
• Entrepreneurial mindset with strong problem-solving skills 
• Excellent communication and client-facing abilities 

If you meet he job requirements and are interested, please email your resume to Kiefer.Cundy@cybercoders.com

- 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 04/10/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth 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. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth 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. Everforth 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 Benefits@CyberCoders.com to make arrangements.

Salary

$140000 - $250000 USD per year