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 :
Client-provided benefits available, upon eligibility
As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.
Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title.
Please contact us to request an accommodation.
EOE / M / F / D / V / SO
Position ID : 144978
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