We are seeking an experienced professional to join our team as a key player in providing tax planning and advisory services to high-net-worth clients. This role involves collaborating with financial advisors to optimize tax strategies and ensure compliance with tax regulations.
We are seeking an experienced professional to join our team as a key player in providing tax planning and advisory services to high-net-worth clients. This role involves collaborating with financial advisors to optimize tax strategies and ensure compliance with tax regulations.
Responsibilities:
Lead and review complex tax returns for individuals, partnerships, and corporations.
Integrate tax planning into comprehensive wealth management strategies.
Serve as a trusted advisor, focusing on proactive tax strategies.
Analyze financial data to identify tax-saving opportunities.
Review and facilitate tax projections and provide feedback to staff.
Ensure compliance with regulatory requirements and firm standards.
Mentor junior staff and support training initiatives.
Qualifications:
Bachelor's degree in accounting or related field, CPA license required.
15 years of tax experience with high-net-worth clients.
Proficient in Microsoft Office Suite and tax software.
Skills and CompetenciesExcellent communication and interpersonal skills.
Strong organizational skills and attention to detail.
Ability to manage high-volume workflow and meet deadlines.
High level of integrity and discretion.
Benefits:
Performance-based bonus.
Comprehensive benefits package including 401(k), medical, dental, and vision insurance.
Paid vacation and opportunities for professional growth.
Partial remote work and flexible hours during peak periods.
Salary range:
$160,000-$190,000.
Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
