Senior Tax Advisor

5 days ago


Cincinnati, Ohio, United States Jobot Full time
Job Summary

We are seeking a highly skilled and experienced Senior Tax Advisor to join our team at Jobot. The ideal candidate will have a strong understanding of tax laws and regulations, as well as the ability to work collaboratively with our financial advisors to develop holistic financial strategies.

Key Responsibilities
  • Provide expert tax advisory services to clients, focusing on retirement planning, estate planning, and tax-efficient investment strategies.
  • Prepare and review complex tax returns, including individual, trust, and estate returns.
  • Collaborate with financial advisors to develop and implement tax-efficient financial plans tailored to clients' specific needs and goals.
  • Conduct tax research and stay up-to-date on changes in federal, state, and local tax regulations.
  • Advise clients on the tax implications of investment strategies, charitable giving, and other financial decisions.
  • Assist clients in tax planning for life events such as retirement, inheritances, and major purchases.
  • Develop and maintain long-term relationships with clients by providing exceptional service and proactive tax advice.
  • Respond to client inquiries regarding tax issues and provide clear, concise solutions.
  • Participate in tax audits, offering support and representation for clients when necessary.
  • Provide mentorship and guidance to junior tax staff within the team.
Qualifications
  • Bachelor's degree in Accounting, Finance, or related field required; Master's degree in Taxation or a CPA designation preferred.
  • Minimum of 5-7 years of experience in tax advisory services, preferably within a wealth management or financial advisory firm.
  • Strong knowledge of individual, trust, and estate tax laws and regulations.
  • Experience working with high-net-worth individuals and families.
  • Excellent communication skills, with the ability to explain complex tax issues to clients in a clear and understandable manner.
  • Strong analytical and problem-solving skills.
  • Proficient in tax preparation software and Microsoft Office Suite.
  • Ability to work independently and as part of a collaborative team.

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