Job Description:Our client is seeking a
Tax Advisor who will serve as the strategic lead for tax planning and help high-net-worth clients minimize tax exposure across complex portfolios, business transitions, and multi-generational wealth planning.
The ideal candidate is someone who thinks beyond annual tax returns and can develop long-term tax strategies that adapt to changing tax laws.
This person should be comfortable proactively communicating with clients, identifying tax opportunities, and providing strategic guidance on complex financial decisions.
Responsibilities:- Prepare Federal and State tax returns for UHNW clients and related entities, including 1040s, 1041s, 1065s, and 1120S.
- Design and implement sophisticated tax mitigation strategies for high-net-worth clients, including those involved in liquidity events, business sales, and complex financial transactions.
- Serve as the tax expert in meetings with estate attorneys, wealth managers, and internal teams to ensure alignment of financial and tax strategies.
- Monitor federal and state tax law changes and proactively update planning strategies.
- Review and improve tax returns and strategies prepared by junior team members.
- Mentor junior staff and help enhance technical tax knowledge across the team.
- Provide clear and proactive tax guidance to clients and internal stakeholders.
Required Qualifications:- CPA, EA, or JD with valid PTIN required.
- Strong experience with high-net-worth individual and entity tax preparation.
- Experience preparing and reviewing 1040, 1041, 1065, and 1120S tax returns.
- Proven experience in proactive tax planning and tax reduction strategies.
- Knowledge of federal and state tax regulations.
- Strong communication skills with the ability to explain complex tax concepts clearly.
- Experience collaborating with wealth managers, attorneys, and financial professionals.
- Ability to mentor and guide junior tax professionals.
Security Clearance Required: No
Visa Candidate Considered: No
CompensationBase Salary - USD $100,000 to $150,000
