Tax Advisor
Company: Jobot
Location: Richland
Posted on: May 25, 2023
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Job Description:
Tax Advisor for WA based wealth management firmThis Jobot Job is
hosted by: Ali MercadoAre you a fit? Easy Apply now by clicking the
"Apply Now" button and sending us your resume.Salary: $80,000 -
$100,000 per yearA bit about us:-Based in WA with several locations
down the west coast, we are seeking a highly skilled and
experienced Tax Advisor to join our dynamic team. The successful
candidate will be responsible for managing and overseeing all
tax-related activities within the organization. As a Tax Advisor,
you must have a strong knowledge of income taxation of individuals,
estates, trusts, partnerships, and private foundations, as well as
estate, gift and generation-skipping transfer tax.This is a great
opportunity for someone who is in public accounting to move into
this environment as they are actively looking to build up their tax
planning side and offer these services to their new and existing
clients.Responsibilities:Manage the Tax Services compliance
function including the review and filing of various tax returns on
behalf of our high-net worth clientsAssist the Director of Tax
Services with the management of three to five tax professionals in
the St. Louis and Kansas City officesLead the Tax Services team in
collaboration with Director of Tax Services to deliver best in
class compliance and advisory servicesMaintain active communication
with internal and external clients to manage expectations, ensure
satisfaction, and make sure deadlines are metProvide tax consulting
and planning to our firm's high-net worth clientsInteract closely
with client's other advisors, such as attorneys and financial asset
managers to provide cohesive services that take into consideration
a comprehensive approach to client needs and goalsResearch and
consult on tax matters, primarily in the individual, federal
estate, gift, charitable planning, and generation-skipping tax
arenasFormulate and deliver innovative tax planning and tax savings
strategies including modeling implications of various tax
scenarios, harvesting of gains and losses, use of tax credits,
formulating AMT strategies, estimating future tax liabilities,
compensation planning, IRA beneficiary and distribution
planningParticipate in and contribute to business development
activities associated with pursuing new potential client service
opportunitiesLead, mentor and motivate team members to implement
the department strategy and manage department workflow with
guidance on departmental projects/issues, and provide coaching and
development opportunities appropriate to each direct report's
individual needsPerform all necessary management functions,
including hiring, evaluations, annual increase allocations and
disciplinary action as requiredCommunicate decisions, priorities,
and relevant information to team members effectivelySupport budget
management, planning and expenditure client.Why join us?-Our
benefits include:Medical, Dental & Vision Healthcare PlansPaid
Vacation, Sick & Personal Time OffVacation Purchase ProgramPaid
Parental Leave, Adoption AssistanceFlexible Work Schedules
(flexible hybrid)401(k) including Company Match (Traditional &
Roth)Continuing Education & Education AssistanceJob
Details-Qualifications:Bachelor's degree in Accounting or
equivalent combination of education and experience required3+ years
experience in the preparation, review and filing of tax returns
with focus on individual, fiduciary, private foundation, and
partnership returns for high-net-worth clients and their families
experience requiredCPA Certification requiredIf you are a highly
motivated and skilled Tax Advisor already in Wealth Management or
wanting to move into a Wealth Management environment, we encourage
you to apply. We offer a competitive salary, comprehensive benefits
package, and the opportunity to work with a dynamic team of
professionals.Interested in hearing more? Easy Apply now by
clicking the "Apply Now" button.
Keywords: Jobot, Richland , Tax Advisor, Accounting, Auditing , Richland, Washington
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