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 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
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