Atrium Staffing is seeking a highly skilled Tax Advisor with experience in individual tax return preparation, tax analysis, and planning for clients. The ideal candidate will have a strong background in tax planning and a proven track record of delivering high-quality tax services to clients.

Key Responsibilities:

• Prepare complex tax returns for individual clients with high net worth.
• Review tax returns to ensure accuracy and compliance.
• 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:

• 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.