Tax Advisor

Our client is seeking a Tax Advisor who will serve as the strategic lead for tax planning and help high-net-worth clients minimize tax exposure across complex portfolios, business transitions, and multi-generational wealth planning.

The ideal candidate is someone who thinks beyond annual tax returns and can develop long-term tax strategies that adapt to changing tax laws. This person should be comfortable proactively communicating with clients, identifying tax opportunities, and providing strategic guidance on complex financial decisions.

Responsibilities:

• Prepare Federal and State tax returns for UHNW clients and related entities, including 1040s, 1041s, 1065s, and 1120S.
  
• Design and implement sophisticated tax mitigation strategies for high-net-worth clients, including those involved in liquidity events, business sales, and complex financial transactions.
  
• Serve as the tax expert in meetings with estate attorneys, wealth managers, and internal teams to ensure alignment of financial and tax strategies.
  
• Monitor federal and state tax law changes and proactively update planning strategies.
  
• Review and improve tax returns and strategies prepared by junior team members.
  
• Mentor junior staff and help enhance technical tax knowledge across the team.
  
• Provide clear and proactive tax guidance to clients and internal stakeholders.
  

Requirements

Required Qualifications:

• CPA, EA, or JD with valid PTIN required.
  
• Strong experience with high-net-worth individual and entity tax preparation.
  
• Experience preparing and reviewing 1040, 1041, 1065, and 1120S tax returns.
  
• Proven experience in proactive tax planning and tax reduction strategies.
  
• Knowledge of federal and state tax regulations.
  
• Strong communication skills with the ability to explain complex tax concepts clearly.
  
• Experience collaborating with wealth managers, attorneys, and financial professionals.
  
• Ability to mentor and guide junior tax professionals.