Wealth Management Advisor

7 days ago


Chicago, Illinois, United States Jobot Full time

Company Overview

We are a fee-only wealth management firm offering comprehensive financial services to our clients. As a Registered Investment Advisor (RIA), we provide investment advisory, tax planning, and financial planning services tailored to meet the individual needs of each client.

Job Description

We are seeking an experienced Tax Manager to join our team. The successful candidate will be responsible for providing strategic tax planning and return preparation services to our clients, including developing and implementing tax minimization strategies, preparing complex federal and multistate tax returns, and providing audit representation and management of relationships with tax authorities.

Responsibilities

  • Develop and implement strategic tax planning for clients
  • Prepare and review complex federal and multistate tax returns
  • Provide audit representation and manage relationships with tax authorities
  • Monitor changes in tax laws and advise clients on potential impacts and opportunities
  • Utilize advanced tax strategies, including income-shifting, gifting techniques, and the use of pass-through entities
  • Collaborate with financial advisors to integrate tax planning with clients' overall financial strategies
  • Conduct budgeting, cash-flow analysis, and prepare net-worth statements
  • Oversee additional business services such as bookkeeping, fixed asset tracking & reconciliation, and succession planning

Requirements

  • Bachelor's degree in Accounting, Finance, or related field; CPA required
  • Minimum of 5-7 years of experience in tax planning and preparation, preferably within a wealth management or financial advisory firm
  • Extensive experience with multistate tax returns and complex tax scenarios
  • Strong knowledge of current tax laws and regulations
  • Proven ability to develop and implement tax minimization strategies
  • Excellent analytical, organizational, and problem-solving skills
  • Strong interpersonal and communication skills, with the ability to build lasting client relationships
  • Proficiency in tax preparation software and Microsoft Office Suite
  • Detail-oriented with a high level of accuracy and efficiency


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