High Net Worth Tax Senior
Core
Prepare federal and state individual and entity income tax returns and projections for high-net-worth clients, integrating tax planning with investments and life insurance.
Role type
Senior IC tax professional (high-net-worth)
Builds
Tax returns, projections, and integrated financial/tax planning solutions
Domain
Financial services / High-net-worth tax
Required skills
Individual and entity income tax preparation, Tax projection calculations, Tax planning strategies, Tax software proficiency (CCH Axcess, BNA Income Tax Planner), Financial analysis
Preferred skills
CPA designation, Tax optimization strategies, Business planning, Estate planning integration, PowerPoint presentation skills, Tax research
Technologies
CCH Axcess Tax, BNA Income Tax Planner, Microsoft Excel, PowerPoint
Responsibilities
Prepare individual state and federal income tax returns, Prepare passthrough entity and trust returns, Analyze client financial data to recommend tax strategies, Assist with presentations to advisors and clients, Build relationships within the division to address unique client circumstances, Provide support for collaborative tax planning solutions
Seniority
Mid-Senior, hands-on IC
