Tax Advisor

Tax Advisor Overview

• The Tax Advisor will provide expert tax advisory and planning support for clients within the wealth management sector.
• Collaborate with executives, business owners, and family offices to navigate complex tax structures and optimize outcomes.
• Contribute to the development of innovative tax planning strategies for internal and external stakeholders.
• Join a reputable organization with a 200-year legacy and a relationship-driven culture.
• Benefit from a hybrid work arrangement and a supportive professional environment.
• Enjoy opportunities for long-term career growth within a privately-owned firm.
• Engage in meaningful work that impacts clients' financial and tax strategies positively.
• Leverage advanced tax credentials and extensive experience to deliver exceptional advisory services.

Tax Advisor Key Responsibilities & Duties

• Review tax returns and identify planning opportunities for individuals and entities.
• Conduct research on tax questions and stay updated on changes in tax laws and regulations.
• Develop and implement proactive tax planning strategies to minimize tax exposure.
• Advise professionals on tax matters affecting account management and financial planning.
• Collaborate with family office professionals to integrate tax considerations into financial planning.
• Analyze tax matters and make recommendations to drive business decisions.
• Review financial statements for various entities and provide actionable feedback.
• Partner with external tax advisors to ensure alignment between strategies and compliance filings.

Tax Advisor Job Requirements

• Bachelor’s degree in a relevant field is required.
• Minimum 8 years of relevant work experience; 12 years preferred.
• CPA, JD, or other advanced tax credentials strongly preferred.
• Proven expertise in tax advisory and planning within wealth management.
• Strong analytical skills to navigate complex tax structures and regulations.
• Ability to collaborate effectively with internal and external stakeholders.
• Experience in developing and reviewing tax plans to optimize financial outcomes.
• Familiarity with financial statement analysis for various entities.