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This firm is known for its tight-knit, family-oriented culture and a team of entrepreneurial, proactive professionals who thrive on collaboration and innovation. They offer a unique environment where your ideas are valued and your impact is visible.
Cundy@cybercoders.com
VP
Vertex Planning Partners, LLC
tax
Career Insights for Tax Specialist
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What they do
A Tax Specialist is responsible for documenting all stages of the accounting cycle in order to prepare Federal, State and local tax returns. Will review data prior to preparing the returns, prepare and file returns and will also provide background documentation in case of an audit.
$81,538 / year median in the U.S.
-2% projected decline
Job Description
Job Title:
Tax Manager up toTax DirectorLocation:
Hybrid Preferred but canRemoteEmployment Type:
Full-TimeRequirements:
Must 7-15+ years of public accounting experience,Mostly HNW Experience and Active CPASalary:
$140-200+ 20-30% Bonus + Business Development BonusAbout theOpportunity:
We are partnering with a growing small-to-mid-sized wealth management firm that serves a sophisticated client base of high-net-worth individuals and closely held businesses. Their clients are primarily in real estate, construction, professional services, and manufacturing industries.This firm is known for its tight-knit, family-oriented culture and a team of entrepreneurial, proactive professionals who thrive on collaboration and innovation. They offer a unique environment where your ideas are valued and your impact is visible.
Why This Role Stands Out:
Reduced hours with highly competitive compensationStrong work-life balance without sacrificing earning potentialClose collaboration with experienced advisors and leadershipOpportunity to work with complex, high-net-worth tax scenariosEntrepreneurial culture with autonomy and flexibilityKey Responsibilities:
Develop and implement proactive tax planning strategies for high-net-worth individuals and business ownersAnalyze financial and tax data to identify planning opportunitiesCollaborate with advisors on entity structuring, income tax strategies, and long-term planningProvide guidance on tax implications related to real estate investments, business operations, and wealth transferStay current on tax law changes and communicate impacts to clients and internal teamsQualificationsCPA, EA, or equivalent experience preferredStrong background in tax planning - not just compliance, more advisory focusedExperience working with high-net-worth individuals and/or closely held businessesFamiliarity with industries such as real estate, construction, professional services, or manufacturing is a plusEntrepreneurial mindset with strong problem-solving skillsExcellent communication and client-facing abilitiesIf you meet he job requirements and are interested, please email your resume to Kiefer.Cundy@cybercoders.com