What are the responsibilities and job description for the Sr. Tax Manager- Wealth Management Firm - Individual Tax Returns position at CyberCoders?
Sr. Tax Manager - Onsite in Fort Worth, TX (Mon-Fri)
Position Overview
We are a wealth management firm seeking an experienced Sr. Tax Manager to oversee our tax preparation and compliance services. The ideal candidate will have a strong background in individual tax returns and a thorough understanding of tax regulations and IRS guidelines. The Sr. Tax Manager will lead a team of tax professionals while providing expert guidance on tax-related issues, estate planning, and financial statements.
This role has the opportunity to grow into a Director level and then Partner level role.
Key Responsibilities
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:
jr.pham@cybercoders.com
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 07/17/2025 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. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.
Position Overview
We are a wealth management firm seeking an experienced Sr. Tax Manager to oversee our tax preparation and compliance services. The ideal candidate will have a strong background in individual tax returns and a thorough understanding of tax regulations and IRS guidelines. The Sr. Tax Manager will lead a team of tax professionals while providing expert guidance on tax-related issues, estate planning, and financial statements.
This role has the opportunity to grow into a Director level and then Partner level role.
Key Responsibilities
- Oversee the preparation and filing of individual tax returns for clients.
- Ensure compliance with all tax regulations and IRS guidelines.
- Provide expert advice on tax strategies and planning for clients.
- Review and analyze financial statements to ensure accurate tax reporting.
- Manage client relationships and address any tax-related inquiries or concerns.
- Conduct research on tax issues and keep abreast of changes in tax laws.
- Assist in the development of tax strategies for trusts and estate planning.
- Supervise and mentor junior tax staff in the department.
- 7 yrs of public accounting experience
- Extensive background in taxation with a focus on individual (trust too)
- CPA or JD required
- Experience with tax software and tools (i.e., CCH Axcess Tax, BNA Income Tax Planner, and CCH IntelliConnect)
- Experience working at a Wealth Management firm that has tax services
- Masters in Taxation
- $150k-$200k DOE
- Quarterly bonus
- Medical, Vision, Dental, and Disability Insurance for employees are 100% paid for by the company
- 401(k) Plan match
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:
jr.pham@cybercoders.com
- Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : AT6-1870940 -- in the email subject line for your application to be considered.***
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 07/17/2025 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. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.
Salary : $150,000 - $200,000