Senior Tax Advisor
Senior Tax Advisor
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Tired of the long hours in public accounting Feeling stuck in an industry role with little to no upward mobility
Were partnering with a well-established highly respected wealth advisory firm in Sarasota Florida that might be the next step youre looking for.
Founded in 2002 the firm also has offices in Columbus and Lancaster Ohio and continues to grow with a strong reputation and client base.
This opportunity is ideal for someone with a strong background inindividual tax planningwhos looking to step into a more strategic client-focused role. One unique perk of joining this team: the ability to become aRegistered Investment Advisor (RIA) opening the door to additional income opportunities outside of traditional tax work.
Key responsibilities:
- Provide strategic tax planning for high-net-worth individuals and families including estate trust and gift tax considerations
- Serve as the lead contact for client relationships on all tax-related matters
- Research and advise on complex tax situations (multi-state partnership international etc.)
- Ensure accurate and timely tax compliance
- Mentor and supervise junior team members
- Contribute to firm development and client service initiatives
What makes this opportunity stand out:
- A collaborative relationship-driven environment
- The ability to take on more advisory work not just compliance
- Opportunities for professional growth and increased income
- A stable firm with long-term client partnerships
What were looking for:
- Bachelors degree in Accounting Finance or related field
- CPA license
- 5 years of tax experience preferably in public accounting or a similar client-facing environment
- Strong knowledge of individual income tax and high-net-worth client tax planning
- Experience with trusts estates and gift taxation
- Excellent communication and client relationship management skills
- Strong attention to detail and organizational skills
- Entrepreneurial mindset
If after reading this post youre thinking: Wow sounds like my dream job! Reach out to me!
In addition to applying to the ad give me a call or shoot over an email - the best candidates do both!
Lexi Jenkins
Required Experience:
Senior IC
Employment Type
Advisor
