Senior Tax Consultant

hace 2 semanas


Puerto Diablo Barrio, Puerto Rico Virtual A tiempo completo

Virtual is partnering with a highly regarded wealth management advisory firm to find a Senior Tax Consultant. This role reports to the Head of Tax and involves preparing complex high net worth tax returns for individuals.

Key Responsibilities:

  • Prepare complex high net worth tax returns for individuals
  • Review tax returns
  • Analyze and process quarterly estimated tax payments for assigned individual accounts
  • Work with the Tax Department Team to develop, implement and oversee department-wide initiatives
  • Identify tax planning opportunities for individuals and families
  • Mentor junior Tax Advisors
  • Utilize a variety of software applications related to tax research, planning and preparation including: BNA and Profx

Requirements:

  • Bachelor's or Masters' Degree in Accounting concentration and/or Taxation
  • Minimum 7 years' experience in individual tax return compliance
  • Knowledge about individual and gift tax matters preferred
  • Experience with fiduciary and estate tax returns preferred
  • Solid understanding of investment management concepts

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