Senior Tax Strategist
2 weeks ago
A leading professional services organization is seeking a seasoned Tax expert for a pivotal role as a Senior Tax Strategist. This position is integral to the firm’s expansion and focuses on delivering exceptional services to affluent clients, including executives from various industries.
Key Responsibilities
The Senior Tax Strategist will:
- Provide expert tax guidance and support to High Net Worth individuals and families.
- Manage complex tax compliance and planning for diverse client portfolios.
- Collaborate with clients to develop tailored tax strategies that align with their financial goals.
- Oversee the preparation and review of tax returns, ensuring accuracy and compliance with regulations.
- Conduct thorough research and analysis on tax legislation and its implications for clients.
- Mentor and lead junior staff, fostering a collaborative team environment.
Qualifications
The ideal candidate will possess:
- A minimum of 10 years of specialized experience in High Net Worth Tax.
- A Master’s Degree in Accounting, Taxation, or a related discipline.
- CPA certification or completion of relevant examination sections.
- A comprehensive understanding of various tax areas including Compliance, Fiduciary, Individual, Partnership, Research & Planning, State & Local, and Trust/Estate.
- Proficiency in Microsoft Excel and other analytical tools.
- Exceptional analytical, mathematical, and research capabilities.
- Strong interpersonal and communication skills, both written and verbal.
- A keen attention to detail and a high level of organization.
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