Tax Senior Advisor / Wealth Management Role

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

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:

keith.shuler@cybercoders.com

• Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : KS15-1834658L313 -- in the email subject line for your application to be considered.***
  
  

Keith Shuler - Associate Manager

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 12/02/2024 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.