Senior Tax Strategy & Client Advisory Lead

AlphaCore Wealth Advisory LLC; Bethesda (MD); Sur place; USD 150 000 - 230 000; Plein temps

Résumé du poste

AlphaCore Wealth Advisory LLC seeks an experienced Associate Director, Tax to serve as senior tax advisor to high-net-worth individuals, families, business owners, and fiduciaries. This role combines deep technical tax expertise with client relationship management and proactive tax planning.

The Associate Director will oversee complex engagements, ensure compliance, and leverage AI tax tools. The ideal candidate is a CPA with public accounting background and proven ability to develop

Qualifications

• Active CPA license and public accounting experience with increasing responsibility.
• Experience working with high-net-worth individuals and complex tax matters.
• Ability to manage multiple complex engagements and deadlines.
• Excellent written and verbal communication and client-relations skills.
• Knowledge of estate, trust, and fiduciary taxation is preferred.

Responsabilités

• Assume primary responsibility for complex tax engagements, including the preparation, review, and signing of individual, corporate, partnership, trust, estate, and gift tax returns.
• Review complex federal, state, local, and applicable foreign tax matters to ensure accurate and timely compliance.
• Research and resolve sophisticated tax issues and provide practical recommendations to clients.
• Respond to and resolve notices and inquiries from federal and state taxing authorities.
• Oversee multiple engagements simultaneously while maintaining high standards for technical quality, responsiveness, and client service.
• Adopt and champion new AI tax tools as they are onboarded.
• Develop and maintain long‑standing client relationships, serving as a primary point of contact for tax planning and compliance matters.
• Communicate complex tax concepts clearly and practically so clients can make informed financial decisions.
• Take significant ownership of client relationships, proactively identifying needs, challenges, planning opportunities, and potential areas of concern.
• Coordinate closely with clients and their other professional advisors when addressing complex tax, estate, business, or financial matters.
• Lead client service teams responsible for tax compliance and planning engagements.
• Provide technical direction and guidance to team members throughout the engagement process.
• Coordinate engagement workflow, priorities, and deadlines across multiple client relationships.
• Review work prepared by other tax professionals and provide clear, constructive technical guidance.
• Promote a culture of accountability, collaboration, responsiveness, and exceptional client service.
• Deep knowledge of individual, partnership, corporate, fiduciary, estate, and gift taxation.
• Research and resolution of sophisticated tax issues, proactive tax planning, and transaction structuring.
• Technical review of complex returns and adoption of new AI tax tools.
• Clear, practical communication of complex tax concepts.
• Sound professional judgment and attention to technical quality and accuracy.
• Management of competing engagement priorities, workflows, and deadlines.
• Proactive client relationship management and coordination with professional advisors.
• Constructive technical guidance, collaboration, accountability, and responsive client service.

Connaissances

Public accounting experience

High-net-worth advisory

Tax planning and compliance

Client relationship management

Leadership and project oversight

Formation

Bachelor's degree in Accounting, Finance, Business, or related discipline

Active CPA license

Outils

AI tax tools

Description du poste

AlphaCore Wealth Advisory LLC seeks an experienced Associate Director, Tax to serve as senior tax advisor to high-net-worth individuals, families, business owners, and fiduciaries. This role combines deep technical tax expertise with client relationship management and proactive tax planning.

The Associate Director will oversee complex engagements, ensure compliance, and leverage AI tax tools. The ideal candidate is a CPA with public accounting background and proven ability to develop