Tax Senior - HNW/Family Office

Position Overview

We are seeking a knowledgeable and detail-oriented Tax Senior to join our team, focusing on high-net-worth individuals and family offices. The ideal candidate will provide expert tax planning and compliance services, ensuring our clients' financial strategies align with their long-term goals.

Key Responsibilities

• Prepare and review complex tax returns for high-net-worth individuals and family offices
• Provide tax planning strategies to optimize clients' tax positions
• Conduct research on tax issues and stay updated on tax law changes
• Develop and maintain strong client relationships through excellent communication and service
• Collaborate with wealth management teams to integrate tax strategies with overall financial planning

Qualifications

• Bachelor's degree in Accounting, Finance, or related field
• EA or CPA certification preferred
• Minimum of 4 years of tax experience, preferably with high-net-worth individuals
• Strong understanding of family office structures and wealth management strategies
• Excellent analytical and problem-solving skills
• Proficient in tax software and Microsoft Office Suite

For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This is a new role.