Job Description
Note: The job is a remote job and is open to candidates in USA. CyberCoders is seeking an experienced Senior Tax & Investment Manager to oversee and manage clients' tax and investment strategies. This role involves providing expert guidance on tax planning, investment opportunities, and ensuring compliance with regulations. Responsibilities • Develop and implement comprehensive tax strategies for clients to minimize liabilities and enhance financial performance • Provide investment management services, including asset allocation, security selection, and performance monitoring • Conduct thorough analysis of financial data to inform investment decisions and tax planning strategies • Ensure compliance with all regulatory requirements related to tax and investment activities • Build and maintain strong relationships with clients, providing them with ongoing support and advice • Collaborate with other financial professionals to deliver holistic wealth management solutions • Stay updated on tax laws, investment strategies, and market trends to advise clients effectively Skills • Certified Public Accountant (CPA) is required • Experience in tax and investment management roles for at least 5 years • Strong analytical skills and attention to detail • Proficiency in tax software and financial analysis tools • Chartered Institute of Management Accountants (CIMA) • Accredited Investment Fiduciary (AIF) • Certified Financial Planner (CFP) • Personal Financial Specialist (PFS) • Accredited Investment Fiduciary Analyst (AIFA) • Chartered Financial Analyst (CFA) • Envestnet • Securities accounting • Tamarac • Junxure Benefits • Vacation/PTO • Medical • Dental • Vision • 401k • Bonus • Relocation • Telecommute Company Overview • CyberCoders is a recruiting firm locating job positions across all industries, including finance, education, engineering and healthcare. It was founded in 1999, and is headquartered in Irvine, California, USA, with a workforce of 201-500 employees. Its website is Apply tot his job