Tax Advisor/Manager - Wealth Management

About the role

We are seeking a knowledgeable and detail-oriented Tax Advisor/Manager to provide expert tax planning and compliance services to our clients. The ideal candidate will have a strong background in tax and accounting, with the ability to navigate complex tax regulations and provide strategic advice to optimize tax positions.

Responsibilities

• Review and Sign off on federal and state tax returns for individuals, trusts, estates, non-profits, corporations, and partnerships
• Conduct tax research and analysis to ensure compliance with current tax laws
• Provide clients with tax planning strategies to minimize liabilities
• Assist in resolving tax disputes and representing clients before tax authorities
• Stay up-to-date with changes in tax legislation and implications for clients
• Develop and maintain client relationships, providing exceptional service and support

Qualifications

• Bachelor's degree in Accounting or related field
• 5+ years of public accounting experience
• CPA or JD required
• Master in Taxation preferred
• Strong knowledge of tax regulations and compliance
• Proven experience in tax preparation and planning

Skills

• Excellent analytical and problem-solving skills
• Effective communication and interpersonal skills