Tax Advisor
Benefits
4w PTO
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Role Overview:
- Serve as the primary tax contact for an assigned portfolio of high-net-worth clients.
- Provide comprehensive tax preparation, planning, and advisory services throughout the year.
Key Responsibilities:
- Prepare and review federal, state, and local income tax returns, including complex individual and trust returns.
- Develop tax projections, calculate estimated payments, and identify tax-saving opportunities.
- Research complex tax issues and represent clients before taxing authorities.
Requirements:
- Active CPA, Enrolled Agent, or JD credential with at least seven years of experience.
- Strong knowledge of federal and state tax regulations, equity compensation, and multi-state taxation.
- Proficiency with CCH Axcess, Bloomberg Tax Planner, and AI-powered tax tools.
Benefits:
- Competitive salary and fully remote work.
- Medical, dental, vision, 401(k) with matching, and paid time off.
- Paid parental leave and professional development opportunities.
Jobgether
A wealth management firm providing tax preparation, planning, and advisory services for high-net-worth individuals and families. It fosters a collaborative, client-focused culture with fully remote work and opportunities for mentorship and professional growth.