Financial Advisory Tax Advisor

Lead with Purpose. Partner with are seeking a detail-oriented and analytical Tax Advisor to join our team. This mid-level role will manage the execution review and filing of client tax returns while collaborating directly with our wealth management team to provide holistic tax planning. The role will require extensive judgment as you oversee the tax process from start to finish ensuring a smooth accurate and positive experience for our firms Youll Do:Manage the preparation review and timely filing of federal state and local tax returns (including individual trust and business returns) along with necessary tax documents (e.g. Forms 1099 W-2s K-1s) for as the primary point of contact for clients tax inquiries and tax planning coordinating the gathering and verifying of complex financial data while exercising discretion in handling sensitive client and refine tax planning strategies (such as Roth conversions and tax-loss harvesting) using analytical procedures to identify tax-saving opportunities and implement technology or workflow solutions to streamline the billing process for all tax significant judgment to ensure compliance with IRS and state regulations with respect to the preparation signing and electronic filing of client tax You Bring:Required: Active Certified Public Accountant (CPA) license or IRS Enrolled Agent (EA) status. A Bachelors Degree or higher in Accounting or Finance is a plus.24 years of experience preparing and filing complex tax returns at an RIA multi-family office or public accounting interpersonal and communication skills with a passion for building meaningful client relationships and translating complex tax laws into plain analytical skills with deep proficiency in professional tax preparation to work independently and collaboratively in a team-oriented wealth management Join UsOpportunity to make a meaningful impact on clients lives through personalized tax-optimized financial supportive team environment with a focus on professional growth development and cross-disciplinary salary performance-based bonuses and a comprehensive benefits package (health dental vision 401(k) etc.).A desire to work in-person with a phenomenal team of like-minded to cutting-edge tools resources and ongoing training to enhance your tax and financial planning expertise.