Senior Tax Advisor: High-Net-Worth Planning & Strategy

Waverly Advisors, LLC; Dayton (OH); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Health, Dental, and Vision benefits

401K

Paid holidays

Extra vacation day on birthday week

PTO increasing with service

Sabbatical program after seven years

Job summary

A wealth management firm in the United States is seeking a Human Resources Specialist to provide sophisticated tax planning and advisory services primarily for high-net-worth individuals and businesses. The ideal candidate will possess a CPA or EA, extensive tax experience, and exceptional interpersonal skills. This full-time role emphasizes collaborative work with Wealth Advisors to achieve optimized financial solutions.

Qualifications

• 8+ years of progressive tax experience, ideally in public accounting or wealth management.
• Experience working with high-net-worth individuals and closely-held businesses.
• Deep knowledge of individual, trust, estate, and business taxation.

Responsibilities

• Manage, review, and sign tax returns for various entities.
• Deliver proactive tax planning strategies to clients.
• Research complex tax issues and communicate findings.

Skills

Analytical skills

Client-service orientation

Interpersonal skills

Tax knowledge

Education

Bachelor’s degree in Accounting, Finance, or related field

CPA or EA

Tools

Tax software

Tax planning tools

Job description

A wealth management firm in the United States is seeking a Human Resources Specialist to provide sophisticated tax planning and advisory services primarily for high-net-worth individuals and businesses. The ideal candidate will possess a CPA or EA, extensive tax experience, and exceptional interpersonal skills. This full-time role emphasizes collaborative work with Wealth Advisors to achieve optimized financial solutions.