Senior Tax Specialist
7 days ago
About the Role
We are seeking a highly skilled Senior Tax Specialist to join our team at International Search Consultants. The successful candidate will be responsible for managing tax processes, ensuring compliance, and providing strategic advice to our clients.
Key Responsibilities
- Oversee all tax reporting of Fiduciary accounts, ensuring accuracy and timely completion.
- Provide ongoing support to Fiduciary Advisors and Wealth Advisors on Tax matters, including reviewing returns and coordinating with external accountants and counsel.
- Cultivate strong relationships with high net worth clients, working closely with them to discuss their tax returns, K1s, and quarterly payments.
- Ensure minimum wire distributions are met for IRAs, oversee IRS Payments, and coordinate tax compliance and planning responsibilities.
- Analyze K1s, work with outsourced accounting teams, and perform extensive tax research, consulting, and planning for individual, fiduciary, not-for-profit, gift, and estate taxes.
- Prepare individual, corporate, partnership, fiduciary, and other tax returns in collaboration with external CPAs.
Requirements
- Bachelor's degree in Accounting or Finance, with a Certified Public Accountant (CPA) certification preferred.
- A minimum of 8 years of experience in tax management, specifically in wealth management settings involving trusts and estates.
- Familiarity with UHNW clients is desirable, as well as functional knowledge of trust instruments.
- Experience preparing individual taxes, with a preference for Fiduciary tax returns preparation.
- Strong understanding of general accounting principles and excellent communication, organizational, and analytical skills.
Compensation
The estimated annual salary for this position is $120,000 - $180,000, depending on experience and qualifications.
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