High-Net-Worth Tax Planning Assistant Director

Overview

Employer Industry: Financial Services

• Salary up to $239,590
• Opportunity for career advancement and growth within a renowned financial services company
• Work remotely, providing flexibility and work-life balance
• Collaborate with highly credentialed professionals and gain exposure to diverse tax planning strategies
• Engage in thought leadership on income tax topics, enhancing professional visibility and influence

• Analyze and review income tax records and returns for individuals and flow-through entities to identify tax planning opportunities
• Partner with team members and advisors to deliver tax planning strategies and solutions for clients
• Stay current on income tax laws, regulations, and planning trends
• Consult with attorneys and other CPAs to implement strategies for complex planning issues
• Deliver tax planning analyses and consultations in collaboration with attorneys and financial planners

• Bachelor's degree required
• Active CPA license or JD required
• Minimum of 10 years of relevant individual income tax experience with a national or regional accounting firm, family office, or financial services company
• Client-centric verbal and written communication skills, with the ability to articulate complex tax concepts understandably
• Familiarity with income tax planning software and tools

• Master's degree preferred
• Experience with high-net-worth individuals
• Additional business or trust and estate tax experience preferred
• Strong interpersonal skills and demonstrated ability to work on a team

#Financial Services #Tax Planning #Remote Work #Career Growth #Client Focused

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