- Tax landscape analysis and strategic tax planning.
- Collaborate with Family Office clients' tax preparers in the oversight of federal and state income and gift tax returns for high-net-worth individuals. Review returns as needed.
- Maintain and foster relationships with clients, staff, and outside third-party client vendors.
- Tax projections and other tax planning activities.
- Perform, document, and communicate findings for tax research as needed.
- Calculate and prepare quarterly estimated tax payments for individuals.
- Review preparation of form 1099s for various entities.
- Review payroll tax forms for household employees.
- Review withholding for various clients.
- Correspond with federal and state taxing authorities to answer notices.
- Keep abreast of legislative and tax policy changes at both Federal and State levels.
- Bachelor's degree in accounting or finance; MST degree a plus.
- CPA and/or CFP is preferred.
- Minimum of 4+ years of HNW personal income tax prep experience.
- Experience with HNW and UHNW; Family office services experience a plus.
- Proficiency with Microsoft Excel.
- Experience with Tableau preferred.
- Experience with CCH Prosystems fx Axcess or other tax deliverable tracking software is a plus.
- Comfortable working independently and in a group environment.
- Organized, detail oriented and flexible in adjusting well to change.
- Remains calm under pressure with the ability to prioritize deadlines.
- Highly analytical and ready to make immediate impact in a dynamic environment.
- Excellent verbal and written communication skills.
- Must be able to remain in a stationary position 50% of the time.
- Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
- The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
- $130-180k +/-
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