Elite Tax Advisor for High-Net-Worth Athletes

Mai; Kentucky; On-site; USD 90,000 - 130,000; Full time

Job summary

Mai is seeking a Tax Advisor in its Tax Department to prepare and review tax returns for individuals, trusts, S Corporation, C Corporation, partnerships, LLCs, non-profits, gifts, Canadian, FBAR, general excise/use, and personal property tax returns, including high-net-worth clients such as professional athletes.

The role requires CPA credentials or candidacy, strong knowledge of current tax law, and experience in planning, quarterly estimates, and year-end projections.

Qualifications

• Bachelor's degree in Accounting or related field required
• Certified Public Accountant or CPA candidate required
• MBA or related advanced degree preferred
• Five+ years of tax/accounting experience preferred
• Strong knowledge of current tax laws and high-net-worth taxation

Responsibilities

• Prepares and reviews tax returns for individuals, trusts, corporations, partnerships, LLCs, non-profits, gifts, and sensitive clients including athletes
• Coordinates with Sports & Entertainment and Wealth Management for tax planning and projections
• Researches athletes’ schedules and prepares duty-day calculations; amends returns for duty-day laws
• Allocates prize money and merchandising income according to state laws
• Responds to client notices from federal, state, and local authorities
• Works with tax authorities to secure refunds timely
• Plans IRS audits and prepares supporting documentation
• Maintains software systems and provides GoSystem RS software support
• Acts as bookkeeper/controller for client entities and prepares financial statements
• Leads independent non-profit audits and ensures GAAP compliance
• Prepares financial statements and tax returns for partnerships and LLCs under ownership
• Serves as trusted advisor and communicates solutions to clients and team
• Maintains confidentiality and high ethical standards
• Keeps up with continuing professional education requirements
• Sets up and terminates client entities with IRS and state authorities

Skills

Taxation

Tax planning

Client advisory

GAAP knowledge

Communication

Education

Bachelor's degree in Accounting

CPA certification or CPA candidate

MBA or related degree preferred

Tools

GoSystem Tax RS

SurePrep

Bloomberg Tax

GoFileRoom/FirmFlow

BNA Planner

CCH Axcess

Microsoft Office

Job description

Mai is seeking a Tax Advisor in its Tax Department to prepare and review tax returns for individuals, trusts, S Corporation, C Corporation, partnerships, LLCs, non-profits, gifts, Canadian, FBAR, general excise/use, and personal property tax returns, including high-net-worth clients such as professional athletes.

The role requires CPA credentials or candidacy, strong knowledge of current tax law, and experience in planning, quarterly estimates, and year-end projections.