Senior Tax Advisor
hace 2 semanas
We are seeking a highly skilled Senior Tax Advisor to provide expert tax advice to our high net worth clients. The successful candidate will be responsible for managing individual tax returns, offering financial planning and analysis, and handling estate tax returns.
Key Responsibilities:
- Provide tax advice to high net worth clients to ensure their financial affairs are managed in a tax-efficient manner.
- Prepare and review complex individual tax returns to ensure accuracy and compliance with the latest tax laws.
- Develop and implement effective financial planning and analysis strategies to help clients achieve their financial goals.
- Perform fiduciary duties and manage financial affairs with the utmost care and professionalism.
- Prepare and review estate tax returns to ensure all tax obligations are met in a timely manner.
- Provide comprehensive investment management services to help clients grow their wealth.
Requirements:
- Bachelor's degree in Finance, Accounting, or a related field. A Master's degree or CPA certification is preferred.
- Minimum 3 years of experience in a similar role, preferably in the finance industry.
- Profound knowledge of S Corp, HNW, individual tax return, financial planning and analysis, fiduciary duties, estate tax returns, and investment management.
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