Senior Tax Consultant
hace 2 semanas
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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