Individual Tax Senior

Overview

• Provide expert tax services to high-net-worth individuals within a dynamic family office environment.
• Collaborate with executives and family members to address complex tax planning and compliance needs.
• Utilize advanced knowledge in partnerships, estates, and trusts to deliver impactful tax solutions.
• Stay informed on evolving tax regulations to ensure accurate and timely guidance.
• Contribute to a professional team committed to delivering exceptional client service and results.
• Participate in a hybrid work arrangement, balancing remote and on-site collaboration effectively.
• Enhance your expertise in tax matters while optimizing strategies for compliance and planning.

Key Responsibilities & Duties

• Prepare and review individual tax returns, ensuring accuracy and compliance with regulations.
• Advise clients on strategic tax planning to minimize liabilities and optimize benefits.
• Handle tax matters related to partnerships, estates, and trusts with expert consultation.
• Conduct thorough research on tax laws and regulations to support client needs.
• Collaborate with family members and executives to resolve complex tax issues effectively.
• Maintain confidentiality and professionalism in all client interactions and activities.
• Contribute to fostering a culture of excellence and quality service within the 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.