Senior Tax Advisor for High‑Net‑Worth Athletes

MAI Capital Management; Independence Township (OH); On-site; USD 70,000 - 110,000; Full time

Job summary

MAI Capital Management seeks a Tax Advisor to prepare and review complex returns for high-net-worth individuals and entities. You will collaborate with Sports & Entertainment and Wealth Management for strategic tax planning and projections.

The role requires five years of tax experience, strong GAAP and tax knowledge, and superb client communication. You will handle audits, compliance, and financial statement reconciliations in a fast-paced team setting.

Qualifications

• Bachelor’s degree in Accounting or related field.
• CPA certification or CPA candidate.
• Minimum five years’ experience in tax, accounting or related field.
• MBA or Master’s degree in Accounting, Taxation, or related field preferred.

Responsibilities

• Prepare and review tax returns for individuals, trusts, S Corporation, C Corporation, Partnership, LLC, non-profit, gift, and other entities for high-net-worth clients.
• Coordinate with Sports & Entertainment and Wealth Management for tax planning and projections.
• Research athletes’ schedules and prepare duty day calculations for various states.
• Manage tax compliance and related financial statements for client entities.
• Interact with external auditors and state/federal tax authorities as needed.
• Maintain confidentiality and integrity of client information.

Skills

Tax knowledge

GAAP understanding

Communication skills

Teamwork

Time management

Problem solving

Analysis

Client service

Education

Bachelor’s degree in Accounting or related field

CPA certification

MBA or Master’s degree in Accounting/Taxation

Tools

GoSystem Tax RS

SurePrep

Bloomberg Tax

GoFileRoom/FirmFlow

BNA Planner

CCH Axcess

Job description

MAI Capital Management seeks a Tax Advisor to prepare and review complex returns for high-net-worth individuals and entities. You will collaborate with Sports & Entertainment and Wealth Management for strategic tax planning and projections.

The role requires five years of tax experience, strong GAAP and tax knowledge, and superb client communication. You will handle audits, compliance, and financial statement reconciliations in a fast-paced team setting.