Tax Advisor

Company: Jobot
Location: Richland
Posted on: May 28, 2023

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 clients
• Assist the Director of Tax Services with the management of three to five tax professionals in the St. Louis and Kansas City offices
• Lead the Tax Services team in collaboration with Director of Tax Services to deliver best in class compliance and advisory services
• Maintain active communication with internal and external clients to manage expectations, ensure satisfaction, and make sure deadlines are met
• Provide tax consulting and planning to our firm's high-net worth clients
• Interact 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 goals
• Research and consult on tax matters, primarily in the individual, federal estate, gift, charitable planning, and generation-skipping tax arenas
• Formulate 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 planning
• Participate in and contribute to business development activities associated with pursuing new potential client service opportunities
• Lead, 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 needs
• Perform all necessary management functions, including hiring, evaluations, annual increase allocations and disciplinary action as required
• Communicate decisions, priorities, and relevant information to team members effectively
• Support budget management, planning and expenditure client.Why join us?Our benefits include:
  • Medical, Dental & Vision Healthcare Plans
  • Paid Vacation, Sick & Personal Time Off
  • Vacation Purchase Program
  • Paid Parental Leave, Adoption Assistance
  • Flexible Work Schedules (flexible hybrid)
  • 401(k) including Company Match (Traditional & Roth)
  • Continuing Education & Education AssistanceJob DetailsQualifications:
    • Bachelor's degree in Accounting or equivalent combination of education and experience required
    • 3+ 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 required
    • CPA 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