Hybrid Advisor/Senior- HNWI, Estate, Gift - Unlimited PTO

We are a high growth, private equity backed, multi branch Registered Investment Advisor. 

We are seeking an experienced Tax Advisor (near a Senior or Experienced Staff level) with their CPA or EA that is looking to do Individual tax return preparation and tax planning, including Gift, Trust and Estate.

The Tax Advisor (Experienced Staff/Senior) is responsible for tax services provided to clients such as federal, state and local income tax preparation, tax projections and analysis, and notice resolution. This position will involve client-facing activities, providing comprehensive tax services to existing clients, and assisting our financial advisors and financial planning team with strategic tax planning. 

This is a full-time, Exempt role based out of our Folsom (Sacramento area) or Addison (north Dallas area) offices on a hybrid basis. This position is a hybrid role with a 2-3 days/week expectation on a regular basis, some flexibility. The base salary range for this role is $85,000-$115,000 per year, depending on CPA progress, number of years experience, familiarity with HNWI, Gift and Trust, and interview interactions.

 

In addition, we also provide generous benefits to all our full-time employees, including unlimited PTO.

Benefits

10 Paid holidays per year

Unlimited PTO available - NOT Accrual-based

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 without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 08/26/2026 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 View email address on cybercoders.careerweb.com to make arrangements.

Salary

$85000 - $115000 USD per year

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