Tax professionals - all levels

Phoenix - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Ultra High Net Worth Tax Professionals -All levels

Tax Advisors Ultra High Net Worth Clients Multi Family Office

Phoenix Arizona United States (On-site)

The Tax Advisors are responsible for providing compliance services and sophisticated tax planning for diverse and complex UHNW clients. This role works closely with the Director of Tax to deliver high-level tax solutions tailored to client needs. Tax Advisors are directly involved in compliance and consulting for specific client engagements and collaborate with engagement teams to ensure that tax-related matters are handled with precision and care.

Responsibilities:

Prepare and review complex tax returns including individual trust partnership and corporate returns
Develop and implement tax planning strategies for HNW individuals families family offices and closely held businesses
Research and analyze complex tax issues to optimize client strategies
Advise clients on the tax implications of investment strategies and financial decisions
Stay current with tax laws and regulations to ensure compliance
Monitor tax deadlines and internal processes to support timely filings
Serve as a resource to colleagues on complex tax matters and recommendations
Build and maintain strong relationships with clients and engagement teams

Qualifications:

B.S. degree in Accounting
3 years of experience in tax compliance and planning
Exceptional communication and interpersonal skills
Ability to manage multiple projects with accuracy and attention to detail
Creative problem-solving skills and responsiveness
Masters in Taxation CFP PFS and/or CPWA designation(s) a plus

Required Experience:

Unclear Seniority

Ultra High Net Worth Tax Professionals -All levelsTax Advisors Ultra High Net Worth Clients Multi Family OfficePhoenix Arizona United States (On-site)The Tax Advisors are responsible for providing compliance services and sophisticated tax planning for diverse and complex UHNW clients. This role wo...