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Remote Tax Advisor - Wealth Management Firm

CyberCodersUnited States
$110k–140k · statedRemote · Houston, TX

Skills

  • CPA
  • PUBLIC ACCOUNTING
  • WEALTH MANAGEMENT TAX
  • TAX PLANNING
  • TAX COMPLIANCE
  • TAX ADVISORY
  • INDIVIDUAL TAX RETURNS
  • PARTNERSHIP TAX RETURNS
  • S-CORPORATION TAX RETURNS
  • C-CORPORATION TAX RETURNS
  • TRUST TAX RETURNS
  • ESTATE TAX RETURNS

About the role

Job Title: Tax AdvisorJob Location: Remote (Anywhere in the US)
Job Salary: $110-140K (Negotiable)
Requirements: Active CPA License, 4-7+ Years of Public Accounting and/or Wealth Management Tax Experience

We are a growing wealth management organization with over $80 billion in Assets Under Management. We serve a diverse client base ranging from High Net Worth Individuals (HNWIs) and their multi-million-dollar businesses to traditional small and mid-sized companies. Due to continued growth, we are looking to add a Tax Advisor to our team who can help provide exceptional tax planning, compliance, and advisory services to our clients.

Requirements include an Active CPA license, 4-7+ years of Public Accounting and/or Wealth Management Tax experience, and demonstrated stability and strong tenure throughout your career. In return, we offer a competitive compensation package, comprehensive benefits, discretionary bonuses, generous PTO, paid holidays, and long-term growth opportunities within a highly respected organization.

What You'll Be Doing
- Prepare and review Individual, Partnership, S-Corporation, C-Corporation, Trust, and Estate tax returns
- Provide tax planning and advisory services to High Net Worth Individuals and closely held businesses
- Research and analyze complex federal and state tax issues
- Collaborate closely with financial advisors and clients to develop tax-efficient strategies
- Assist with client communications and serve as a trusted advisor throughout the engagement process
- Mentor and train junior staff members as needed
- Stay current on changing tax laws and regulations

What You Need for this Position
Required:
- Active CPA License
- 4-7+ years of Public Accounting and/or Wealth Management Tax Experience
- Experience preparing and reviewing complex tax returns
- Strong tax research and client relationship skills
- Demonstrated career stability and solid tenure in prior positions

Preferred:
- Experience working with High Net Worth Individuals (HNWIs)
- Trust, Estate, and Gift Tax experience
- Multi-State Tax experience
- Prior mentoring or supervisory experience

Benefits
- Competitive Base Salary ($110K-$140K+ DOE)
- Discretionary Bonus Program
- Medical, Dental, and Vision Insurance
- 401(k) with Company Match
- Generous PTO and Paid Holidays
- Fully Remote Work Environment
- Career Growth and Leadership Opportunities

Benefits

Salary: $95k - $115k+ 

  • Medical/Dental/Vision
  • 401k Match 
  • Bonus: 10% to 15% of Salary
  • Future Equity
  • PTO: 3 weeks starting out
  • 12 Paid Holidays 


Email Your Resume In Word To
Victoria.Patel@CyberCoders.com
Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply.
Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : VP5-2000209L114 -- in the email subject line for your application to be considered.
Victoria Patel - Lead Recruiter

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 is a new role.

This job was first posted by CyberCoders on 10/21/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.

This job was posted on 10/21/2026 and is open for 60 days

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.

Copyright © 2026 Everforth, Inc. All rights reserved.
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