Tax Strategist
Tax Strategist
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Salary Not Disclosed
1 Vacancy
Job Description
About Us:We are a family office dedicated to managing the financial affairs of highnetworth families. Our mission is to provide comprehensive wealth management services including investment management estate planning and tax strategy to ensure the longterm financial health and legacy of our clients.
Job Description:We are seeking a highly skilled and experienced Tax Strategist to join our team. The ideal candidate will have a deep understanding of tax laws and regulations with a proven track record of developing and implementing tax strategies for highnetworth individuals and families. This role requires a strategic thinker who can provide innovative solutions to complex tax issues.
Key Responsibilities:
- Develop and implement tax strategies to minimize tax liabilities for clients.
- Provide expert advice on tax planning compliance and reporting.
- Conduct thorough tax research and stay updated on changes in tax laws and regulations.
- Collaborate with other financial advisors and legal professionals to ensure comprehensive wealth management.
- Prepare and review complex tax returns for individuals trusts and estates.
- Represent clients in tax audits and disputes.
- Identify opportunities for tax savings and recommend appropriate actions.
- Maintain confidentiality and build strong relationships with clients.
Qualifications:
- Bachelors degree in Accounting Finance or related field; CPA or JD preferred.
- Minimum of 2 years of experience in tax planning and compliance preferably in a family office or similar environment.
- Indepth knowledge of federal state and local tax laws and regulations.
- Strong analytical and problemsolving skills.
- Real estate tax strategy experience
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- High level of integrity and professionalism.
Benefits:
- Competitive salary and performancebased bonuses.
- Collaborative and supportive work environment.
How to Apply: Interested candidates should submit their resume and a cover letter detailing their qualifications and experience to:
Ben Dollar
Employment Type
Full-Time
