Senior Tax Advisor - High-Net-Worth Client Services

Exemplar Companies, PBC

United States

On-site

USD 120,000 - 170,000

Full time

14 days+

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Job summary

Exemplar Companies seeks a Senior Tax Professional to support high-net-worth individuals and business owners. This client-facing role focuses on preparing and filing complex federal and state returns, multi-state tax issues, and ongoing tax planning throughout the year.

The ideal candidate has 10+ years of tax experience in a professional services setting, CPA/EA preferred, and strong client relationship skills.

Qualifications

10+ years of professional tax and client-service experience.
Experience preparing and filing complex federal and state returns.
Strong client communication and relationship-management skills.
Proficiency with professional tax preparation software and Excel.

Responsibilities

Prepare and review complex federal and state tax returns for high-net-worth individuals and related entities.
Prepare and review Forms 1040, 1065, 1120, 1120-S, 1041, and related filings.
Manage tax matters involving K-1s, partnerships, S corporations, LLCs, trusts, and pass-through entities.
Manage a substantial portfolio of client tax returns and filing deadlines.
Work directly with clients to gather information and explain tax matters.
Identify tax-planning opportunities and year-end planning.
Provide ongoing tax planning and advisory support throughout the year.
Collaborate with attorneys and wealth advisors on client matters.