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Cybercoders

Tax Senior

Saint Louis, MO · On-site +1

Manage relationships with high net worth individuals (HNWI), business owners and other stakeholders; serve as primary client contact on assigned engagements. * Supervise, mentor and review work of ...

UHY International Ltd.

Tax Manager- HNWI

Saint Louis, MO · On-site

$107K - $141K/yr

JOB SUMMARY As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure ...

UHY International Ltd.

Tax Manager- HNWI

Saint Louis, MO

$107K - $141K/yr

JOB SUMMARY As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure ...

Nexo

Head of Marketing, US

HNWI Acquisition: Develop personas, targeting strategies, and localized messaging that resonate with US`s high-net-worth individuals. Identify premium channels and moments to engage them effectively.

The LaSalle Network Inc

Executive Assistant

Manhattan, NY · On-site

$60 - $70/hr

High-touch environment experience (HNWI/family office/professional services) is a plus * Comfortable with a high-intensity pace and after-hours responsiveness at times * Must be able to work onsite ...

Cybercoders

Tax Partner

Omaha, NE · Hybrid

$200K - $400K/yr

We see a high number of High-profile HNWI/UHNWIs that are coming from Big Four and national firms looking for a more personal touch to their services. We also work on a range of entities including ...

ATR

Tax Senior

Bellevue, WA

$80K - $100K/yr

Experience with closely held businesses and/or HNWI (a plus) * Experience with trusts and estates (a plus) * Experience working with client industries surrounding professional services, real estate ...

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Hnwi information

What are HNWIs?

HNWIs, or High-Net-Worth Individuals, are people who possess a significant amount of investable financial assets, typically excluding their primary residence. The threshold to be considered an HNWI varies by institution, but it usually refers to individuals with at least $1 million in liquid assets. HNWIs often receive specialized financial services, investment options, and wealth management advice from banks and financial institutions due to their substantial assets.

What are the key skills and qualifications needed to thrive as a High-Net-Worth Individual (HNWI) wealth advisor, and why are they important?

To thrive as an HNWI wealth advisor, you need a deep understanding of financial planning, investment strategies, and tax regulations, typically supported by a finance degree and certifications like CFP or CFA. Expertise in portfolio management software, CRM systems, and financial analysis tools is essential. Exceptional interpersonal skills, discretion, and the ability to build trust set top advisors apart in managing complex client relationships. These skills are crucial for providing tailored advice and maintaining long-term, high-value client partnerships.

What are some common challenges faced by professionals who manage HNWI (High Net Worth Individual) client relationships?

Managing relationships with HNWI clients often involves navigating complex financial needs, maintaining a high level of personalized service, and responding quickly to evolving client expectations. Professionals in this role must stay updated on market trends, understand a broad range of investment products, and ensure confidentiality and discretion. Building trust and long-term relationships is crucial, as HNWI clients typically expect proactive communication and bespoke solutions that address their unique financial goals.
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Infographic showing various Hnwi job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 59% Physical, 7% Hybrid, and 34% Remote job distribution.
Tax Senior

Tax Senior

Cybercoders

Saint Louis, MO • On-site, Remote

Full-time

Posted 7 days ago

Job description

Tax Senior

Tax Senior
Position Overview
We are seeking a detail-oriented Tax Senior to lead tax compliance and planning engagements for individuals, high net worth clients, partnerships and corporations. The Tax Senior will prepare and review federal and state tax returns (including 1040, 1120, 1065 and 990), perform tax research and planning, manage client relationships, and mentor junior staff to ensure timely, accurate delivery and compliance with all applicable tax regulations.
Key Responsibilities

  • Prepare and review individual and fiduciary tax returns (Form 1040 and related schedules) for HNWI and other clients.
  • Prepare and review partnership (Form 1065), corporate (Form 1120, 1120S) and exempt organization (Form 990) tax returns.
  • Lead tax compliance engagements from planning through final delivery, ensuring accuracy, completeness and timeliness.
  • Perform tax research and provide practical tax planning recommendations for individuals, partnerships and corporations.
  • Manage relationships with high net worth individuals (HNWI), business owners and other stakeholders; serve as primary client contact on assigned engagements.
  • Supervise, mentor and review work of junior staff; provide on-the-job training in tax prep and review processes.
  • Coordinate with bookkeeping and accounting teams, including use of QuickBooks and Lacerte, to reconcile tax information and streamline preparation.
  • Prepare and review workpapers, perform quality control and finalize returns for partner review and signature.
  • Respond to client and taxing authority inquiries, and assist with notices, audits and other tax controversies.
  • Monitor changes in tax law and implement process updates to maintain compliance and improve efficiency.
  • Manage engagement budgets, timelines and deliverables to meet firm standards and client expectations.

Qualifications

  • Bachelors degree in Accounting, Finance or related field; Master of Taxation or CPA pathway a plus.
  • Certified Public Accountant (CPA) or Enrolled Agent (EA) preferred; active license or eligible to sit for exams.
  • Minimum 47 years of progressive tax experience, including prior experience as a Tax Senior or senior tax preparer.
  • Strong technical experience preparing and reviewing 1040, 1120/1120S, 1065 and 990 returns.
  • Experience working with high net worth individuals (HNWI) and complex individual tax situations.
  • Proficiency with tax software (Lacerte preferred), QuickBooks and Microsoft Excel.
  • Demonstrated ability to prepare and review tax returns, perform tax research, and present tax planning solutions.
  • Excellent communication and interpersonal skills; client-facing experience and professional demeanor.
  • Strong leadership and coaching skills with experience supervising and mentoring junior staff.
  • High attention to detail, excellent organizational skills and ability to manage multiple engagements and deadlines.
- 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 06/23/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth 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. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth 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. Everforth 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.
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About CyberCoders

Sourced by ZipRecruiter

CyberCoders is a cutting-edge recruiting firm headquartered in Irvine, CA, US. The company operates within the technology industry, specializing in connecting talented professionals with suitable positions across a variety of sectors. Offering a broad spectrum of services, CyberCoders uses innovative, data-driven strategies and a proprietary matching technology to pair candidates with suitable job openings. Since its inception in 1999, CyberCoders has distinguished itself as an industry trailblazer. The company's mission is to deliver effective talent solutions, thus enabling both businesses and workers to achieve their goals.

Industry

Technology, communication and media

Company size

51 - 200 Employees

Headquarters location

Irvine, CA, US

Year founded

1999

Social media

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