Senior Tax Advisor
3 days ago
Join Our Team
We are seeking an experienced Senior Tax Advisor to join our Tax Services Group. As a senior member of our team, you will be responsible for providing expert tax planning and consulting services to our clients.
Job Summary
The estimated annual salary for this position is $150,000 - $170,000 per year, along with a comprehensive benefits package and bonus program.
Key Responsibilities
- Provide expert guidance on complex tax matters, including gift, estate, and fiduciary income tax returns
- Develop and implement comprehensive tax strategies for high net worth clients
- Conduct research and analysis to identify opportunities for tax savings and minimize tax liabilities
- Mentor and train junior staff members to develop their tax planning and consulting skills
- Stay up-to-date with changing tax laws and regulations to ensure compliance and optimize tax efficiency
Requirements
- Bachelor's degree in accounting or a related field required
- CPA, JD, LLL, or a Master's degree in Taxation (MST) preferred
- At least 12 years of experience in tax planning and consulting, with a focus on high net worth individuals and families
- Expert knowledge of tax laws and regulations, including gift, estate, and fiduciary income tax returns
- Strong communication and interpersonal skills, with the ability to work effectively with cross-functional teams
- Ability to analyze complex data and provide actionable recommendations to clients
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