High Net Worth Tax Leader

3 weeks ago


Tampa, Florida, United States Jobot Full time
Responsibilities: Providing comprehensive tax planning and advisory services to high net worth individuals, families, and their related entities. Overseeing all aspects of tax compliance, including the preparation and review of tax returns and projections. Developing and implementing tailored tax strategies to minimize tax liabilities and optimize financial outcomes for clients. Building and maintaining strong relationships with clients, understanding their unique needs, and providing exceptional customer service.

The ideal candidate will have a bachelor's degree in Accounting, Finance, or a related field and at least 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 is essential. Strong analytical skills, with the ability to interpret complex tax legislation and provide practical advice to clients, are also required.
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