Serve as the primary point of contact for high-net-worth clients and family offices, building and maintaining strong relationships based on trust and expertise.
Oversee the preparation and review of complex tax return filings for individuals, family investment partnerships, trust, gift, and estate tax returns.
Understand clients' financial goals and objectives, providing personalized tax planning and advisory services.
Ensure compliance with federal, state, and local tax laws and regulations.
Conduct in-depth analysis of clients' financial situations to identify tax-saving opportunities and minimize liabilities.
Develop and implement comprehensive tax strategies to optimize clients' financial positions.
Supervise and mentor junior staff, providing technical guidance and fostering professional development.
Collaborate with partners and senior management to develop and implement training programs for staff members.
Stay abreast of changes in tax laws and regulations, assessing their impact on clients and advising accordingly.
Conduct research on complex tax issues and provide innovative solutions to clients.
QUALIFICATIONS:
Education:
Bachelors degree in accounting, finance, or related field.
CPA certification preferred.
Experience:
4 + years of experience in tax compliance and advisory services for high-net-worth individuals and families.
Strong knowledge of federal, state, and local tax laws and regulations.