Tax Senior Advisor / Wealth Management Role

San Diego, CA • Dallas, TX • Boca Raton, FL • Boulder, CO • Los Angeles, CA Hybrid

Full-time $85,000.00 - $100,000.00

Posted Today

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 budens to our clients - keeping everything in house!

We are not like your tradtional 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 Hybrid Remote Role - 3 Days in Office, 2 Days from Home**

In return, we are offering a competitive salary ($85k - $100k+), 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 keith.shuler@cybercoders.com for immediate consideration!

What You Need for this Position

Required:

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

Benefits

Salary: $85k - $100k+

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

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Keith Shuler

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

Keith Shuler is recruiting for this position and the positions below.
Email 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 11/04/2024 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.