Hybrid Advisor/Senior- HNWI, Estate, Gift - Unlimited PTO

About the role

We are seeking an experienced Tax Advisor (near a Senior or Experienced Staff level) with their CPA or EA certification who is looking to do Individual tax return preparation and tax planning, including Gift, Trust and Estate.

Responsibilities

• Provide comprehensive tax services to existing clients, including federal, state and local income tax preparation, tax projections and analysis, and notice resolution.
• Engage in client-facing activities, providing strategic tax planning to our financial advisors and financial planning team.
• Collaborate with the firm's financial advisors and financial planning team to ensure compliance with tax laws and regulations.

Requirements

• CPA or EA certification
• Experience in individual tax return preparation and tax planning
• Familiarity with Gift, Trust and Estate tax matters
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills

Qualifications

• Minimum of 5 years of relevant experience in tax advisory services
• Experience with HNWIs (High Net Worth Individuals)
• Knowledge of tax software and tools
• Ability to manage multiple projects simultaneously

Skills

• Tax preparation software proficiency (e.g., TurboTax, TaxAct)
• Attention to detail and accuracy in tax calculations
• Strong organizational and time management skills
• Ability to work independently and as part of a team

Benefits

• 10 Paid holidays per year
• Unlimited PTO available - NOT Accrual-based
• 30 hours of sick time per year
• 401k with employer match
• Email Your Resume In Word To Vincent.Steger@CyberCoders.com