Strategic Tax Planning Lead
3 days ago
We are seeking a highly skilled Strategic Tax Planning Lead to join our team at Jobot. This role demands a deep understanding of current tax laws and the ability to apply advanced tax strategies to minimize our clients' tax liabilities and preserve their assets for future generations.
About Us:
Our firm provides full-service investment advisory, tax planning, return preparation, estate, and financial planning services tailored to meet the individual needs of each of our valued clients. Our clients include successful business owners, corporate executives, and individuals and families with accumulated wealth who trust us to act as their personal CFO, integrating and managing their complex financial lives.
Key Responsibilities:
- Develop and implement strategic tax plans for clients.
- Prepare and review complex federal and multistate tax returns for individuals, corporations, partnerships, and trusts.
- Provide audit representation and manage relationships with tax authorities.
- Monitor changes in tax laws and advise clients on potential impacts and opportunities.
- Utilize advanced tax strategies, including income-shifting, gifting techniques, and the use of pass-through entities.
- Collaborate with financial advisors to integrate tax planning with clients' overall financial strategies.
Requirements:
To be successful in this role, you will need:
- Bachelor's degree in Accounting, Finance, or related field; CPA required.
- Minimum of 5-7 years of experience in tax planning and preparation, preferably within a wealth management or financial advisory firm.
- Extensive experience with multistate tax returns and complex tax scenarios.
- Strong knowledge of current tax laws and regulations.
- Proven ability to develop and implement tax minimization strategies.
- Excellent analytical, organizational, and problem-solving skills.
Compensation:
This role offers a competitive salary of $115,000 - $150,000 per year.
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