Strategic Tax Advisor

3 weeks ago


Tampa, Florida, United States Jobot Full time

About the Role: As a Tax Director - High Net Worth (Partner Path), you will be responsible for developing and implementing tailored tax strategies to minimize tax liabilities and optimize financial outcomes for clients. You will also oversee all aspects of tax compliance, including the preparation and review of tax returns and projections.

Key Responsibilities:

  • Provide comprehensive tax planning and advisory services to high net worth individuals, families, and their related entities.
  • Develop and implement tailored tax strategies to minimize tax liabilities and optimize financial outcomes for clients.
  • Stay abreast of the latest developments in tax law and regulations to ensure compliance and provide proactive advice to clients.

Requirements:

  • A bachelor's degree in Accounting, Finance, or a related field.
  • A minimum of 5 years of experience in a tax role with a focus on high net worth individuals, preferably in a public accounting or law firm.
  • In-depth knowledge of tax accounting, tax law, tax planning, tax advisory, and tax compliance.
  • Strong analytical skills, with the ability to interpret complex tax legislation and provide practical advice to clients.

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