Senior Tax Planning Advisor for High‑Net‑Worth Clients

Wall Street Alliance Group; New York (NY); In loco; USD 150.000 - 250.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) plan

Health insurance

Paid time off

Career growth

Descrizione del lavoro

Wall Street Alliance Group, an independent wealth management firm in New York, seeks an experienced CPA to lead tax planning for high net worth clients. This client-facing role collaborates with wealth advisors, estate attorneys, actuaries, and a CPA network.

It offers a potential path to Vice President of the Financial Planning Division. The role focuses on planning, coordination, and reviewing recommendations for filings, with compensation in the $150,000–$250,000 range depending on

Competenze

• Active CPA license.
• 3+ years of experience as a tax advisor, with high net worth clients.
• Strong knowledge of gift tax, cost segregation, and estate planning.

Mansioni

• Review clients’ tax returns, business interests, investments, and estate documents to identify planning opportunities.
• Lead year‑round tax planning and coordinate with outside CPAs for various tax filings.
• Review draft returns to ensure planning strategies are accurately reflected.

Conoscenze

Active CPA license

3+ years tax advisor

Descrizione del lavoro

Wall Street Alliance Group, an independent wealth management firm in New York, seeks an experienced CPA to lead tax planning for high net worth clients. This client-facing role collaborates with wealth advisors, estate attorneys, actuaries, and a CPA network.

It offers a potential path to Vice President of the Financial Planning Division. The role focuses on planning, coordination, and reviewing recommendations for filings, with compensation in the $150,000–$250,000 range depending on