High Net Worth Tax Specialist

2 weeks ago


Dayton, Ohio, United States Jobot Full time

Job Summary:

Jobot is seeking a highly skilled High Net Worth Tax Specialist to join our team. As a key member of our tax department, you will play a critical role in providing top-notch tax advice to our high net worth clients.

Key Responsibilities:

  • Manage and prepare complex tax returns for high net worth individuals and families.
  • Develop and implement customized tax plans to minimize tax liabilities and maximize wealth preservation.
  • Provide expert guidance on tax-efficient investment strategies and financial planning.
  • Collaborate with cross-functional teams to ensure seamless delivery of tax services.
  • Stay up-to-date on changing tax laws and regulations to provide informed advice to clients.

Requirements:

  • Bachelor's degree in Accounting, Finance, or a related field.
  • Minimum of 5 years of experience in a tax role, with a focus on high net worth tax planning and compliance.
  • Deep understanding of tax laws and regulations affecting high net worth individuals and families.
  • Strong analytical and problem-solving skills, with the ability to interpret and apply complex tax concepts.
  • Excellent communication and interpersonal skills, with the ability to explain complex tax issues in a clear and concise manner.
  • Proficiency in tax software and technology tools.
  • High level of professionalism and integrity, with the ability to handle confidential information with discretion.

Estimated Salary: $140,000 (Based on national averages and location)



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