REMOTE Tax Director - Regional Wealth Advisory Firm at CyberCoders

Indianapolis, IN
• Naperville, ILRemote Available Full-time $150,000.00 - $170,000.00Posted 01/29/2024Top ranked Regional Wealth Advisory / Management firm hiring for REMOTE forever Tax Director role
This role will work with the firm's High Net Worth clients in a Tax compliance, planning and advisory manner and be in charge of leading the department in all tax initiatives for clients.
Reduced busy season (vs
traditional CPA firms) and work life balance is important to us- Those with strong experience working with HNW and UHNW clients will be excited for the change of pace - If this sounds like a fit, please read on and / or you can send your resume to me directly at Reasons to Work with Us-Fantastic Work/Life Balance including long weekends when not in season!- 401k Match
- 100% Remote
- Full Medical, Dental & Vision
- Kind and caring corporate culture from top to bottom
- Excellent career growth opportunityWhat You Will Be Doing- Supervise, train, and mentor Tax Managers / Associates on client engagements and technical issues.- Identify and implement tax planning and consulting opportunities.
- Review and manage tax returns, extensions, tax planning calculations, for all entity types with a focus on Individual
- Review financial statements and perform accounting and adjusting entries, bank reconciliations, and client books and records
- Prepare and review complex tax planning projections for individual and corporate estimated tax liability for key clients
- Managing client engagements from start to finish which includes planning, executing, directing and completing tax projects, managing the budget, meeting deadlines and client expectations.
-Prepare or review complex U.S
and state individual income, gift tax, and estate tax returns
-Conduct complex tax research and prepare memorandum outlining findings and conclusions
-Respond to IRS and state agency audits, inquires, and tax notices
-Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters
-Lead department in knowledge of software, processes, and workflowsWhat You Need for this Position- 8-10+ years minimum of relevant experience- Experience in individual tax compliance, planning
- Tax research experience (RIA)
- Gift, estate, and trust return experience would be a plus
- Experience in partnership tax would be a plus
- Outgoing and friendly personality a team player
- Forward-thinking and always looking for ways to improve, learn, and grow
- Desire and ability to train, mentor/lead, and develop staffWhat's In It for YouWe offer competitive compensation and world class benefits and perks
Please inquire for more information - you can apply via the link and / or send your resume to me directly at - Vacation/PTO- Medical- Dental- Vision- 401k- BonusTax Managers, Sr
Tax Managers and Tax Directors are encouraged to apply ASAP and / or you can send your resume to me directly at: employees will receive paid sick leave
For additional information about available benefits, please contact Chuck CookeApplicants must be authorized to work in the U.S.Preferred SkillsTax AccountingTax ManagerSenior Tax ManagerTax SupervisorCPACertified Public Accountant