CyberCoders
Senior Tax Manager: High Net Worth, Trusts & Estates
CyberCoders, Bedford, New Hampshire, us, 03110
A Rapidly Growing Professional Services Firm
Location:
Bedford, New Hampshire
Specialization:
High Net Worth Individuals, Trusts, and Complex Estates
Why Join Us? We are a nationally recognized firm that has built its foundation on a client-centric, employee-first philosophy. We believe that exceptional work starts with an extraordinary culture. Having been recently named one of the region's best companies to work for, we offer an entrepreneurial environment where your contributions are highly valued, and your career progression is clear and supported.
Culture & Flexibility:
We foster a supportive, team-focused workplace that offers true
work-life flexibility , including summer half-day Fridays and investments in wellness.
Meaningful Impact:
You will step into a leadership role where you deliver the
highest caliber of boutique service
and technical expertise to a sophisticated client base, including successful founders, entrepreneurs, and high net worth families across New England, California, and New York.
Rapid Growth:
We are growing quickly, providing unparalleled opportunities to gain
mentorship from seasoned leaders , innovate on firm methodologies, and help shape our future direction.
Your Role as Senior Tax Manager As a
Senior Tax Manager , you will be a core member of our management team, specializing in sophisticated tax compliance and planning for our high net worth clientele and their related entities. You will own client relationships and lead engagement execution.
Key Responsibilities
Tax Planning & Strategy:
Lead the analysis of complex tax issues, proactively identifying and developing
tax planning opportunities
for clients and their trusts/estates.
Compliance Oversight:
Oversee and meticulously review
complex federal and state income tax returns, with a focus on high net worth individuals (Form 1040), private trusts (Form 1041), and complex estate issues. This includes review of specialized investment returns (e.g., hedge fund, VC, PE K-1s) and related international reporting.
Client Relationship Management:
Serve as the
primary client contact , ensuring a standard of excellence in communication, responsiveness, and service delivery for your dedicated client portfolio.
Leadership & Development:
Actively
mentor and develop staff and associates
within the tax department, contributing to their technical growth and participating in firm-wide management initiatives.
What We're Looking For We welcome high-performing candidates ready for the next step, combining deep technical knowledge with an entrepreneurial mindset.
Qualifications
CPA or EA designation
is required.
Bachelor's degree in Accounting, Taxation, or a related field.
A minimum of
8 years of progressive experience
specializing in high net worth individual taxation, trust and estate income tax compliance, and planning.
Exceptional client service, communication, and relationship-building skills.
A proactive, collaborative approach and comfort working in a fast-paced, technology-enabled environment.
Hybrid work model
is available for eligible candidates.
If you are seeking a firm where your expertise is valued, your ideas are heard, and your career can genuinely flourish, we encourage you to connect with us.
#J-18808-Ljbffr
Bedford, New Hampshire
Specialization:
High Net Worth Individuals, Trusts, and Complex Estates
Why Join Us? We are a nationally recognized firm that has built its foundation on a client-centric, employee-first philosophy. We believe that exceptional work starts with an extraordinary culture. Having been recently named one of the region's best companies to work for, we offer an entrepreneurial environment where your contributions are highly valued, and your career progression is clear and supported.
Culture & Flexibility:
We foster a supportive, team-focused workplace that offers true
work-life flexibility , including summer half-day Fridays and investments in wellness.
Meaningful Impact:
You will step into a leadership role where you deliver the
highest caliber of boutique service
and technical expertise to a sophisticated client base, including successful founders, entrepreneurs, and high net worth families across New England, California, and New York.
Rapid Growth:
We are growing quickly, providing unparalleled opportunities to gain
mentorship from seasoned leaders , innovate on firm methodologies, and help shape our future direction.
Your Role as Senior Tax Manager As a
Senior Tax Manager , you will be a core member of our management team, specializing in sophisticated tax compliance and planning for our high net worth clientele and their related entities. You will own client relationships and lead engagement execution.
Key Responsibilities
Tax Planning & Strategy:
Lead the analysis of complex tax issues, proactively identifying and developing
tax planning opportunities
for clients and their trusts/estates.
Compliance Oversight:
Oversee and meticulously review
complex federal and state income tax returns, with a focus on high net worth individuals (Form 1040), private trusts (Form 1041), and complex estate issues. This includes review of specialized investment returns (e.g., hedge fund, VC, PE K-1s) and related international reporting.
Client Relationship Management:
Serve as the
primary client contact , ensuring a standard of excellence in communication, responsiveness, and service delivery for your dedicated client portfolio.
Leadership & Development:
Actively
mentor and develop staff and associates
within the tax department, contributing to their technical growth and participating in firm-wide management initiatives.
What We're Looking For We welcome high-performing candidates ready for the next step, combining deep technical knowledge with an entrepreneurial mindset.
Qualifications
CPA or EA designation
is required.
Bachelor's degree in Accounting, Taxation, or a related field.
A minimum of
8 years of progressive experience
specializing in high net worth individual taxation, trust and estate income tax compliance, and planning.
Exceptional client service, communication, and relationship-building skills.
A proactive, collaborative approach and comfort working in a fast-paced, technology-enabled environment.
Hybrid work model
is available for eligible candidates.
If you are seeking a firm where your expertise is valued, your ideas are heard, and your career can genuinely flourish, we encourage you to connect with us.
#J-18808-Ljbffr