POSITION OVERVIEW

We are seeking a highly skilled Senior Tax Manager to lead our tax planning services for our family office. The ideal candidate will have extensive experience in private wealth banking and a deep understanding of tax strategies involving estate planning, gift tax, and trust tax. This role is critical in providing strategic advice and solutions to our clients, ensuring compliance and optimizing their financial outcomes.

QUALIFICATIONS

• Bachelor’s degree in Accounting, Finance, or a related field.
• CPA designation is required; CFP or equivalent designation is a plus.
• Minimum of 10 years of experience in personal tax planning, with a focus on high net worth clients.
• Strong knowledge of tax laws and regulations including GST taxation.
• Experience in financial modeling and analysis.
• Proven ability to develop relationships with clients and stakeholders.
• Excellent communication and interpersonal skills.
• Ability to work independently and manage multiple projects simultaneously.

BENEFITS

Hybrid Work Schedule ( Tuesday/Wednesday in-office)
Generous PTO + Paid Holidays
Medical, Dental, Vision Insurance
Life & AD&D & Short Term Disability

401K + Company Match

• 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 06/03/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.

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. 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

• Lead and manage personal tax planning services for our family office.
• Develop and implement comprehensive tax strategies that align with the client’s financial goals.
• Advise clients on estate planning, gift tax, trust tax, and other related issues.
• Collaborate with stakeholders, including family offices and private wealth management teams, to provide cohesive advice.
• Conduct financial modeling to assess the impact of various tax strategies and scenarios.
• Stay updated on relevant tax laws and regulations to ensure compliance and optimal planning.
• Prepare and review tax returns and associated documentation for complex tax situations.
• Train and mentor junior staff on tax planning and compliance matters.