- Prepare and review complex tax returns, including individual, trust, partnership, and corporate returns
- Develop and implement tax planning strategies for HNW individuals, families, family offices, and closely held businesses
- Research and analyze complex tax issues to optimize client strategies
- Advise clients on the tax implications of investment strategies and financial decisions
- Stay current with tax laws and regulations to ensure compliance
- Monitor tax deadlines and internal processes to support timely filings
- Serve as a resource to colleagues on complex tax matters and recommendations
- Build and maintain strong relationships with clients and engagement teams
- 3+ years of experience in tax compliance and planning
- Exceptional communication and interpersonal skills
- Ability to manage multiple projects with accuracy and attention to detail
- Creative problem-solving skills and responsiveness
- Masters in Taxation, CFP, PFS, and/or CPWA designation(s) a plus
- Seniority level: Not Applicable
- Employment type: Full-time
- Job function: Finance and Accounting/Auditing
- Industries: Financial Services and Accounting
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Ultra High Net Worth Tax Professionals - Phoenix - ECG Resources, Inc.
Description
Tax Advisors Ultra High Net Worth Clients
The Tax Advisors are responsible for providing compliance services and sophisticated tax planning for diverse and complex UHNW clients. This role works closely with the Director of Tax to deliver high-level tax solutions tailored to client needs. Tax Advisors are directly involved in compliance and consulting for specific client engagements and collaborate with engagement teams to ensure that tax-related matters are handled with precision and care.
Responsibilities
Qualifications
Overview
Location: Phoenix, AZ
Compensation: $55,000.00-$85,000.00
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Tax Professional
Only for registered members Phoenix
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Tax professionals
Only for registered members Phoenix, Arizona, , United States
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Tax Professionals
Only for registered members Phoenix, Arizona · Accounting/Finance
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Experienced Tax Professional
Only for registered members Chandler
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Tax and Accounting Professionals
Only for registered members Mesa, AZ
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Senior Tax Manager
Only for registered members Phoenix
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Tax Preparer
Only for registered members Phoenix
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Tax Manager
Only for registered members Phoenix
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Tax Manager, Core Tax Services
Only for registered members Phoenix
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Senior Attorney
Only for registered members Phoenix
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Tax Senior, Core Tax Services
Only for registered members Phoenix
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Sales & Use Tax Analyst
Only for registered members Phoenix
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Tax Experienced Senior, Core Tax Services
Only for registered members Phoenix
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Senior Tax Accountant
Only for registered members Phoenix
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Tax Accountant
Only for registered members Phoenix
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Senior Tax Preparer
Only for registered members Phoenix
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Senior Accountant
Only for registered members Phoenix
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Senior Attorney
Only for registered members Phoenix
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Seasonal Tax Preparer
Only for registered members Phoenix
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Tax Senior Manager, Core Tax Services
Only for registered members Phoenix
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Tax Supervisor - 120k - 140k (DOE)
Only for registered members Phoenix