CyberCoders
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Base pay range
$150,000.00/yr - $175,000.00/yr Position Overview
The Financial Modeling Manager will play a critical role in delivering high-quality estate planning strategies and financial modeling services to high net worth clients. The ideal candidate will leverage their expertise in tax compliance, financial modeling, and estate planning to provide tailored solutions that meet the unique needs of our clients and their families.
Key Responsibilities
Develop and implement comprehensive estate planning strategies for high net worth clients. Create detailed financial models to project future financial scenarios and assess the impact of various estate planning strategies. Conduct thorough analysis of gift tax, trust tax, and GST tax implications for clients. Collaborate with family offices and private wealth banking teams to deliver integrated financial solutions. Prepare and review tax compliance documents related to federal, state, and partnership tax matters. Provide expert guidance on financial and estate planning matters, including GRATs and other wealth transfer strategies. Engage with clients to understand their goals and objectives, ensuring that strategies are aligned with their financial aspirations.
Qualifications
Bachelor's degree in Finance, Accounting, or a related field; Master's degree or CPA preferred. Minimum of 5 years of experience in estate planning, financial modeling, or private wealth management. Strong knowledge of federal and state tax laws, including gift tax, trust tax, and GST tax regulations. Proficiency in Excel for financial modeling and data analysis. Demonstrated experience working with high net worth individuals and families. Excellent analytical and problem-solving skills, with attention to detail. Strong communication and interpersonal skills, with the ability to build relationships with clients and stakeholders.
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
Email Your Resume In Word To
Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:
jake.morrison@cybercoders.com
Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : JM17-1854490 -- in the email subject line for your application to be considered.***
Jake Morrison - Recruiter
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 05/28/2025 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.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance Industries Staffing and Recruiting Referrals increase your chances of interviewing at CyberCoders by 2x Sign in to set job alerts for “Finance Manager” roles.
New York, NY $85,000.00-$110,000.00 1 week ago New York, NY $85,000.00-$110,000.00 1 week ago New York, NY $109,000.00-$167,000.00 1 day ago New York, NY $122,000.00-$195,000.00 1 day ago Manhattan, NY $114,289.50-$131,872.50 5 days ago New York, NY $100,500.00-$173,250.00 1 month ago New York, NY $85,000.00-$115,000.00 1 week ago New York, NY $100,000.00-$130,000.00 3 weeks ago New York, NY $85,000.00-$115,000.00 1 week ago New York City Metropolitan Area $180,000.00-$200,000.00 3 days ago New York, NY $85,900.00-$179,500.00 2 weeks ago New York City Metropolitan Area $150,000.00-$175,000.00 1 week ago New York City Metropolitan Area 2 days ago New York, NY $175,000.00-$200,000.00 1 month ago New York, NY $125,000.00-$160,000.00 1 day ago New York, NY $85,000.00-$90,000.00 2 weeks ago New York, NY $110,000.00-$120,000.00 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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$150,000.00/yr - $175,000.00/yr Position Overview
The Financial Modeling Manager will play a critical role in delivering high-quality estate planning strategies and financial modeling services to high net worth clients. The ideal candidate will leverage their expertise in tax compliance, financial modeling, and estate planning to provide tailored solutions that meet the unique needs of our clients and their families.
Key Responsibilities
Develop and implement comprehensive estate planning strategies for high net worth clients. Create detailed financial models to project future financial scenarios and assess the impact of various estate planning strategies. Conduct thorough analysis of gift tax, trust tax, and GST tax implications for clients. Collaborate with family offices and private wealth banking teams to deliver integrated financial solutions. Prepare and review tax compliance documents related to federal, state, and partnership tax matters. Provide expert guidance on financial and estate planning matters, including GRATs and other wealth transfer strategies. Engage with clients to understand their goals and objectives, ensuring that strategies are aligned with their financial aspirations.
Qualifications
Bachelor's degree in Finance, Accounting, or a related field; Master's degree or CPA preferred. Minimum of 5 years of experience in estate planning, financial modeling, or private wealth management. Strong knowledge of federal and state tax laws, including gift tax, trust tax, and GST tax regulations. Proficiency in Excel for financial modeling and data analysis. Demonstrated experience working with high net worth individuals and families. Excellent analytical and problem-solving skills, with attention to detail. Strong communication and interpersonal skills, with the ability to build relationships with clients and stakeholders.
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
Email Your Resume In Word To
Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:
jake.morrison@cybercoders.com
Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : JM17-1854490 -- in the email subject line for your application to be considered.***
Jake Morrison - Recruiter
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 05/28/2025 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.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance Industries Staffing and Recruiting Referrals increase your chances of interviewing at CyberCoders by 2x Sign in to set job alerts for “Finance Manager” roles.
New York, NY $85,000.00-$110,000.00 1 week ago New York, NY $85,000.00-$110,000.00 1 week ago New York, NY $109,000.00-$167,000.00 1 day ago New York, NY $122,000.00-$195,000.00 1 day ago Manhattan, NY $114,289.50-$131,872.50 5 days ago New York, NY $100,500.00-$173,250.00 1 month ago New York, NY $85,000.00-$115,000.00 1 week ago New York, NY $100,000.00-$130,000.00 3 weeks ago New York, NY $85,000.00-$115,000.00 1 week ago New York City Metropolitan Area $180,000.00-$200,000.00 3 days ago New York, NY $85,900.00-$179,500.00 2 weeks ago New York City Metropolitan Area $150,000.00-$175,000.00 1 week ago New York City Metropolitan Area 2 days ago New York, NY $175,000.00-$200,000.00 1 month ago New York, NY $125,000.00-$160,000.00 1 day ago New York, NY $85,000.00-$90,000.00 2 weeks ago New York, NY $110,000.00-$120,000.00 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr