Tax Advisor
Core
Senior tax advisor providing compliance, planning, and representation for high-net-worth individuals, families, and business clients.
Role type
Principal Tax Advisor
Builds
Tax returns, tax planning strategies, and client advisory services
Domain
Professional services / Tax advisory
Deliverable
client delivery
Required skills
Complex tax return review and signing, Federal and multi-state tax law expertise, Client relationship management, Staff supervision and mentoring, IRS/state authority representation, Tax planning and structuring
Preferred skills
High-net-worth client experience, Trust and estate taxation, International tax, Wealth management environment experience
Technologies
UltraTax, Sureprep
Responsibilities
Maintain and grow a dedicated client portfolio, Review and sign complex federal and multi-state tax returns, Supervise and mentor assigned staff members, Research complex tax issues and provide guidance, Lead tax planning engagements including entity structuring and Roth conversions, Represent clients before IRS or state taxing authorities
Seniority
Senior, hands-on IC with management duties