Tax Advisor

Our client is a wealth management firm that values the work-life balance of their employees and they are seeking a Tax Advisor to join their team.

Salary/Hourly Rate:

$130k - $195k

Position Overview:

The Tax Advisor is responsible for tax return preparation, tax analysis, and planning for clients. The Tax Advisor will build a long-term, rewarding career while working in a collaborative environment.

Responsibilities of the Tax Advisor:

• Prepare complex tax returns for individual clients with high net worth.
• Review tax returns.
• Meet with clients and Trustees to present financial and tax planning strategies.
• Analyze and process quarterly estimated tax payments.
• Identify and collaborate with team members on taxable events.
• Identify tax planning opportunities for individuals and families.
• Mentor junior Tax Advisors

Qualifications for the Tax Advisor:

• Minimum of 7 years of experience in individual tax return production environment.
• Minimum of 5 years of experience in direct individual client environment involving financial planning and analysis.
• Current, high level of knowledge about individual and gift tax matters.
• Experience with fiduciary and estate tax returns preferred.
• Solid understanding of Investment Management concepts.

Education Requirements:

• Bachelor’s or Master's degree in Business or Accounting concentration and/or Taxation and/or Certified Financial Planning is required.

Benefits:

• Insurance benefits.
• Retirement benefits.
• Vacation policy.