Tax Advisor

Tax Advisor Overview: The Tax Advisor will provide expert tax advisory and planning support for clients within the wealth management sector. Collaborate with executives, business owners, and family offices to navigate complex tax structures and optimize outcomes. Contribute to the development of innovative tax planning strategies for internal and external stakeholders. Join a reputable organization with a 200-year legacy and a relationship-driven culture. Benefit from a hybrid work arrangement and a supportive professional environment. Enjoy opportunities for long-term career growth within a privately-owned firm. Engage in meaningful work that impacts clients' financial and tax strategies positively. Leverage advanced tax credentials and extensive experience to deliver exceptional advisory services.

Tax Advisor Key Responsibilities & Duties: Review tax returns and identify planning opportunities for individuals and entities. Conduct research on tax questions and stay updated on changes in tax laws and regulations. Develop and implement proactive tax planning strategies to minimize tax exposure. Advise professionals on tax matters affecting account management and financial planning. Collaborate with family office professionals to integrate tax considerations into financial planning. Analyze tax matters and make recommendations to drive business decisions. Review financial statements for various entities and provide actionable feedback. Partner with external tax advisors to ensure alignment between strategies and compliance filings.

Tax Advisor Job Requirements: Bachelor's degree in a relevant field is required. Minimum 8 years of relevant work experience; 12 years preferred. CPA, JD, or other advanced tax credentials strongly preferred. Proven expertise in tax advisory and planning within wealth management. Strong analytical skills to navigate complex tax structures and regulations. Ability to collaborate effectively with internal and external stakeholders. Experience in developing and reviewing tax plans to optimize financial outcomes. Familiarity with financial statement analysis for various entities.