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Tax Consultant

2 months ago

Reading, Pennsylvania, United States Atrium Staffing Services Ltd. Full time
Job Description:

Atrium Staffing Services Ltd. is seeking a highly skilled Tax Advisor to join their team. As a Tax Advisor, you will be responsible for providing expert tax advice to clients, ensuring compliance with tax laws and regulations.

Key Responsibilities:
  • Prepare Complex Tax Returns: Prepare accurate and detailed tax returns for individual clients with high net worth, ensuring compliance with tax laws and regulations.
  • Review Tax Returns: Review tax returns for accuracy and completeness, identifying any errors or discrepancies.
  • Meet with Clients: Meet with clients and Trustees to present financial and tax planning strategies, providing expert advice and guidance.
  • Analyze and Process Quarterly Estimated Tax Payments: Analyze and process quarterly estimated tax payments, ensuring timely and accurate payments.
  • Identify Tax Planning Opportunities: Identify tax planning opportunities for individuals and families, providing expert advice and guidance.
  • Mentor Junior Tax Advisors: Mentor junior Tax Advisors, providing guidance and support to ensure their success.
Qualifications:
  • Minimum of 7 Years of Experience: Minimum of 7 years of experience in individual tax return production environment.
  • Minimum of 5 Years of Experience: Minimum of 5 years of experience in direct individual client environment involving financial planning and analysis.
  • Current Knowledge: Current, high level of knowledge about individual and gift tax matters.
  • Experience with Fiduciary and Estate Tax Returns: Experience with fiduciary and estate tax returns preferred.
  • Solid Understanding: Solid understanding of Investment Management concepts.
Education Requirements:
  • Bachelor's or Master's Degree: Bachelor's or Master's degree in Business or Accounting concentration and/or Taxation and/or Certified Financial Planning is required.
Benefits:
  • Client-Provided Benefits: Client-provided benefits available, upon eligibility.