Tax Planning and Compliance Specialist
2 days ago
As a Senior Tax Strategist, you will play a key role in helping our high net worth clients achieve their financial goals. With a minimum of 5-7 years of experience in tax planning and preparation, you will be responsible for developing and implementing tax strategies to minimize clients' tax liabilities and preserve their assets.
About the RoleThis is a challenging and rewarding role that requires a deep understanding of current tax laws and the ability to apply advanced tax strategies. You will work closely with financial advisors to integrate tax planning with clients' overall financial strategies and provide audit representation and manage relationships with tax authorities.
Responsibilities:
- Develop and implement tax planning strategies to minimize clients' tax liabilities and preserve their assets.
- Prepare and review complex tax returns for individuals, corporations, partnerships, and trusts.
- Collaborate with financial advisors to integrate tax planning with clients' overall financial strategies.
- Conduct budgeting, cash-flow analysis, and prepare net-worth statements.
Requirements:
- Bachelor's degree in Accounting, Finance, or related field.
- Minimum 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.
- Proficiency in tax preparation software and Microsoft Office Suite.
Salary Range:$120,000 - $150,000 per year, depending on experience.
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