HNW Tax Senior Remote

San Francisco, CA • Boca Raton, FL • Boulder, CO • Chicago, IL • Los Angeles, CA Remote Available

Full-time $85,000.00 - $115,000.00

Posted 01/30/2025

We are a one of the Fastest Growing Registered Investment Advisors (RIA) firm in the U.S. that was founded over 25 years ago and based in Los Angeles. We are a continuously growing team of roughly 220 employees and are firm currently has over $20 billion in assets under management (and constantly picking up new clientele).

We work exclusively with High Net Worth and Ultra High Net Worth Individuals. We work mainly on the Individual side, however we also work with a few of their multi-million businesses. We offer a overall full comprehensive financial plan that minimize tax burdens to our clients - keeping everything in house!

We are not like your traditional CPA firm - we offer a true work-life balance/ lower hour expectation during the busy season that not many firms can compete with. We ensure that a majority of our returns of filed in time, so that extension season is not hectic.

We are looking to grow our ever expanding tax team, looking to add several Tax Senior/Preparers! **This is a Remote role if near one of these locations Boca Raton, Atlanta, Dallas, Chicago, Boulder, Century City/LA , San Diego

In return, we are offering a competitive salary (up to $115k base), Medical Coverage, Dental & Vision, Life and AD&D Insurance, 401k Match of 3% (more options below, Discretionary Bonuses up to 10%, Unlimited PTO, and 11 Paid Holidays.

Please apply today or send an email with a copy of your latest resume to eric.harp@cybercoders.com for immediate consideration!

What You Need for this Position

Required:

Active EA or CPA License
At least 3-5+ years of Public Accounting Experience
High Net Worth Focused (at least 70%)
CCH Axcess Experience

Benefits

Salary: $85k - $115k+

Medical Coverage/ HSA Options
Dental & Vision Options
Life and AD&D Insurance
401k Match - 100% Match on first 3%
- 50% Match on the 4th and 5th%
Unlimited PTO
Discretionary Bonuses - up to 10%
11 Paid Holidays

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

Eric Harp is recruiting for this position and the positions below.
Email me to apply for this position

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Job ID: EH8-1838738

Employees will receive paid leave to the extent required by state or local law. This job was first posted by CyberCoders on 01/30/2025 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.