Senior Tax Leader - Private Client Wealth

Heritage Wealth Advisors, LLC; Richmond (VA); Presencial; USD 180.000 - 220.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Comprehensive medical, dental, vision,

401(k) with profit sharing

Professional development support

Paid vacation and holidays

Flexible work environment

Parental and family leave

Access to Heritage resources

Descripción de la vacante

Heritage Wealth Advisors, LLC seeks an experienced tax professional to lead our high-net-worth tax practice within an integrated wealth-management environment. You will oversee complex compliance for individuals, trusts, estates, and entities, while partnering with wealth advisors to identify proactive planning opportunities aligned with clients' broader financial goals.

You will mentor tax staff, provide technical guidance, and stay ahead of evolving tax developments to shape the firm’s tax

Formación

• Experience handling complex individual, trust, estate, and partnership taxation.
• Experience reviewing tax workpapers, projections, and estimated payments.
• Ability to translate technical tax concepts into practical client guidance.

Responsabilidades

• Lead complex tax compliance for high-net-worth clients and entities.
• Drive proactive tax planning across federal/state taxes and multistate issues.
• Integrate tax considerations with wealth planning, investments, and estates.
• Provide technical guidance to advisors and clients, and mentor staff.

Conocimientos

Complex taxation (individual, trust, 


Client relationship management

Clear communication

Mentoring and leadership

Descripción del empleo

Heritage Wealth Advisors, LLC seeks an experienced tax professional to lead our high-net-worth tax practice within an integrated wealth-management environment. You will oversee complex compliance for individuals, trusts, estates, and entities, while partnering with wealth advisors to identify proactive planning opportunities aligned with clients' broader financial goals.

You will mentor tax staff, provide technical guidance, and stay ahead of evolving tax developments to shape the firm’s tax