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Tax Manager/Sr. Associate - Want To Join The Investment World??

Company: CyberCoders
Location: Novato
Posted on: November 20, 2020

Job Description:

WE ARE STILL ACTIVELY HIRING AND WORKING DURING THE COVID PANDEMIC. Do you have a hybrid background with tax and investing? Or do you want to leave your public accounting days in the past and instead have a great work/life balance? If that sounds like you, then you may be exactly what we're looking for With an office in Sausalito, we are a well-established FinTech company that has been around for over 20 years and never had a layoff We're in search of a unique Tax Manager/Sr. Associate who has a great tax background and wants to shift into the investment world; relevant tax experience is required. In other words, we do not require CPA certification but investment experts with very limited tax experience will, unfortunately, not be considered. This is a remote opportunity during COVIDWhat's In It for You - Competitive Compensation Contingent On Experience - Health Benefits (100% Covered By Employer) - 401k Matching - Unlimited Vacation - BonusWhat You Need for this Position - Experience as a Tax Manager, Sr. Tax Associate, or equivalent - Experience with investing, wealth management, personal financial advising, or equivalent - Familiarity with most components of federal Form 1040 to the extent that one could file most individual tax returns for the high-net-worth investor (although no actual filing will be required) - Ability to work in a client-facing role Experience with one or more of the following: - Some exposure to partnership and corporate taxation - Deep knowledge of capital gain taxation and charitable donation rules - Strong financial modeling skills - Some knowledge of portfolio theory and risk helpful - Familiarity with estate taxation - Grasp of wealth management and asset allocation a plus - Ability to brainstorm proactively various tax issues that clients may face - Excellent communication skills, especially in listening to client situations - Ability to recommend optimal tax strategies and structures by looking forward rather than just responding to the appropriate historical tax treatment for a given situationWhat You Will Be Doing - Keep current on changes or proposed changes in tax legislation - Serve as in-house expert on: 1) income tax issues; 2) estate and gift tax issues; 3) trust structures; and 4) partnerships, regulated investment companies (RICs), real estate investment trusts (REITs), and other flow-through entities - Coordinate with outside tax experts - Interface with internal and external clientsTop Reasons to Work with Us 1. Highly motivated team 2. Competitive salary 3. Room for growthSo, if you are a Tax Manager/Sr. Associate with the experience above, please apply today Security Clearance will be needed - therefore, only US citizens can be considered.

Keywords: CyberCoders, Novato , Tax Manager/Sr. Associate - Want To Join The Investment World??, Other , Novato, California

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