Tax professionals - all levels
Tax professionals - all levels
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
Job Description
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
Employment Type
Full Time
