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:

$130,000 – $195,000

Position Overview:

The Tax Advisor is responsible for tax return preparation, tax analysis and planning for clients. The Tax Advisor 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 7 years of experience in individual tax return production environment
• Minimum 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 Masters’ degree in business or accounting concentration and/or Taxation and/or Certified Financial Planning is required

Benefits:

• Client provided benefits, upon eligibility