HYBRID Tax Manager - Individual, Estate, Gift (Lacerte) - $150k+

Dallas, TX Hybrid

Full-time $100,000.00 - $150,000.00

Posted 04/24/2024

Top Reasons to Work with Us

Serve your clients as a true advisor - Individual and Estate/Trust/Gift Clients
Focus on return review - limited management and limited preparation
Competitive Compensation and Benefits

What You Need for this Position

- Lacerte (required experience)
- CPA (required)
- Review (required experience)
- SmartVault (preferred experience)
- SafeSend (experience a plus)
- SalesForce (preferred experience)
- 1041, Trust Estate Tax, Individual (required experience)

What's In It for You

Competitive compensation and benefits
Great work life balance
Working with an established and supportive team to serve your clients

Medical: Blue Shield (HMO, PPOs and HDHP with HSA) plans and Kaiser (HMO and HDHP with HSA) plans for California associates
Dental insurance with MetLife
Vision insurance with VSP
Optional supplemental benefits
Healthcare savings accounts with company contribution
Flexible spending accounts
Flexible working arrangements
Generous 401K contributions
Exempt associates qualify for our flexible paid time off policy.
Non-Exempt associates will receive 25.5 days of paid time off annually, which includes holidays, during the first three years of employment.
Option to participate in our Equity Purchase Program
Future growth opportunities within the company

Benefits

10 Paid holidays per year

3+ weeks of PTO

30 hours of sick time per year

401k with employer match

Medical, Dental, Vision, Long Term Disability, Short Term Disability, Accident Insurance, Hospital Insurance

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.

Additional ways to apply

Preferred Skills

Vincent Steger is recruiting for this position and the positions below.
Email me to apply for this position

Office Administrator (dynamic office environment) - to $80k+

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Hybrid/Remote Tax Senior - HNWI, Estate, Gift - Unlimited PTO

Chicago, IL Full-time $90,000.00 - $120,000.00

Job ID: VS3-1799158

Employees will receive paid leave to the extent required by state or local law. This job was first posted by CyberCoders on 04/24/2024 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders, Inc 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.

Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.