Senior Tax Advisor for High-Net-Worth Clients

2 days ago


Beverly Hills, California, United States HR Talent Partners Full time

About HR Talent Partners:

We specialize in connecting professionals with organizations that value excellence. By leveraging our expertise in industry trends and offering a tailored approach, we aim to support businesses in creating strong, dynamic teams while helping individuals grow and succeed in their careers.

**The Opportunity:**

We are seeking an experienced Senior Tax Advisor with a specialized focus on trusts and estates. This role requires a hands-on professional with a strong technical background, leadership capabilities, and the ability to manage complex client relationships. The ideal candidate will bring expertise in trust and estate tax compliance, planning, and consulting, and will play a key role in supporting our high-net-worth clients.

Key Responsibilities:

  • Trust and Estate Tax Compliance: Prepare and review complex trust, estate, and gift tax returns (Forms 1041, 706, and 709), ensuring accuracy and compliance with current regulations.
  • Tax Planning and Advisory: Collaborate with clients to develop and implement strategic tax planning solutions for trusts, estates, and high-net-worth individuals.
  • Client Management: Build and maintain strong relationships with clients, providing proactive guidance on tax strategies, compliance matters, and legislative changes.
  • Research and Analysis: Stay current on federal, state, and local tax laws, performing in-depth research on complex tax issues and presenting findings in clear, actionable ways.
  • Team Leadership: Supervise, mentor, and develop junior team members, providing guidance and support to enhance their technical and professional skills.
  • Process Optimization: Identify and implement process improvements to increase efficiency and accuracy in tax preparation and advisory services.

Qualifications:

  • Education: Bachelor's degree in Accounting, Finance, or a related field (Master's in Taxation or related discipline preferred).
  • Certification: CPA license is required.
  • Experience: Minimum of 5-8 years of experience in tax, with a focus on trusts and estates.
  • Technical Skills: Proficiency with tax software (e.g., ProSystem fx, UltraTax, or similar) and accounting tools.
  • Soft Skills: Exceptional communication and interpersonal skills, proven ability to manage multiple projects, prioritize tasks, and meet deadlines.

Estimated Salary Range: $120,000 - $180,000 per year, depending on experience and qualifications. If you have the required skills and qualifications, please submit your application directly through this ad.



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