Tax

About the role

We are a premier wealth management firm dedicated to providing top-tier financial and tax advisory services to affluent individuals, families, and businesses. Our commitment to excellence, integrity, and personalized service sets us apart in the industry. We believe in building lasting relationships and delivering strategic solutions that maximize financial outcomes for our clients.

Requirements

• Minimum of 2+ years (for Tax Senior) or 5+ years (for Tax Manager) of experience in tax advisory, preferably in a public accounting or wealth management environment.
• Expertise in high-net-worth individual taxation, partnerships, S-corporations, and trusts.
• Strong analytical skills, attention to detail, and the ability to think strategically.
• Excellent communication and client relationship management skills.
• A proactive mindset with a passion for delivering high-value client service.

What You'll Do

• Lead and manage tax planning, compliance, and advisory services for high-net-worth individuals, families, and business entities.
• Collaborate with wealth advisors and financial planners to develop holistic strategies that optimize clients' financial positions.
• Stay ahead of evolving tax laws and regulations, proactively identifying opportunities and risks for our clients.
• Provide expert guidance on estate planning, charitable giving, and multi-generational wealth transfer strategies.
• Mentor and develop junior tax professionals, fostering a culture of growth and excellence.

Why Join Us?

• Competitive Compensation & Benefits: We offer a highly competitive salary, performance-based bonuses, and a robust benefits package.
• Work-Life Balance: We understand the importance of flexibility and offer hybrid work arrangements.
• Career Growth: We invest in our team's success with ongoing professional development, mentorship, and clear pathways for advancement.
• Collaborative Culture: Join a team of industry leaders who are passionate about making a difference in our clients' financial futures.
• Cutting-Edge Resources: Work with the latest technology and research tools to provide innovative solutions to complex tax matters.