Elevate your career by providing expert tax services to high-net-worth clients. Collaborate in a family office setting with a focus on excellence. Gain valuable experience in partnerships, estates, and trusts.
Individual Tax Senior
in Accounting + Finance PermanentJob Detail
Job Description
Overview
- Provide expert individual tax services for high-net-worth clients, ensuring compliance and optimizing strategies in a family office environment.
- Collaborate with executives and family members to address complex tax matters with professionalism and precision.
- Utilize expertise in partnerships, estates, and trusts to enhance tax planning and compliance efforts.
- Contribute to a supportive team environment focused on delivering exceptional client service and maintaining work-life balance.
- Stay abreast of evolving tax regulations to provide accurate and timely guidance to clients.
- Leverage advanced knowledge in high-net-worth tax matters to drive impactful solutions for clients.
- Participate in a hybrid work arrangement, balancing remote and on-site collaboration effectively.
Key Responsibilities & Duties
- Prepare and review individual tax returns, ensuring accuracy and adherence to applicable regulations.
- Advise clients on strategic tax planning to minimize liabilities and optimize benefits.
- Handle tax matters related to partnerships, estates, and trusts, providing expert consultation.
- Collaborate with family members and executives to resolve complex tax issues effectively.
- Conduct thorough research on tax laws and regulations to support client needs and team decisions.
- Maintain confidentiality and professionalism in all client interactions and tax-related activities.
- Contribute to fostering a culture of excellence and quality service within the family office.
Job Requirements
- Bachelor of Science (BS) in Accounting, Finance, or a related field is required.
- Minimum of 5 years of experience in individual tax matters; 10 years preferred.
- Proven expertise in high-net-worth tax planning and compliance is essential.
- Experience with partnerships, estates, and trusts is highly advantageous.
- Exceptional communication skills to interact professionally with executives and family members.
- Polished demeanor and maturity to handle sensitive and complex tax issues effectively.
- Ability to adapt and thrive in a hybrid work environment with flexibility.
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