Senior Tax Strategy Lead — Partial Remote, Flexible Hours

WhiteCap Search; Westwood (NJ); Hybrid; USD 160,000 - 190,000; Full time

Benefits offered by this job

Bonus program

401(k) plan

Medical insurance

Dental insurance

Vision insurance

Paid vacation

Partial remote work

Flexible hours

Job summary

WhiteCap Search is seeking an experienced tax professional to lead planning and advisory services for high-net-worth clients in a wealth-management setting. You will collaborate with financial advisors to optimize tax strategies and ensure regulatory compliance.

The role involves leading complex returns for individuals, partnerships, and corporations, integrating planning into comprehensive wealth strategies, mentoring staff, and driving proactive tax initiatives while upholding firm standards.

Qualifications

• Bachelor's degree in accounting or related field; CPA license required.
• 15 years of tax experience with high-net-worth clients.
• Proficient in Microsoft Office Suite and tax software.

Responsibilities

• Lead and review complex tax returns for individuals, partnerships, and corporations.
• Integrate tax planning into comprehensive wealth management strategies.
• Serve as a trusted advisor, focusing on proactive tax strategies.
• Analyze financial data to identify tax-saving opportunities.
• Review and facilitate tax projections and provide feedback to staff.
• Ensure compliance with regulatory requirements and firm standards.
• Mentor junior staff and support training initiatives.

Skills

Communication

Detail orientation

Deadline management

Integrity

Education

Bachelor's degree in accounting or related field

CPA license

Tools

Microsoft Office

Tax software

Job description

WhiteCap Search is seeking an experienced tax professional to lead planning and advisory services for high-net-worth clients in a wealth-management setting. You will collaborate with financial advisors to optimize tax strategies and ensure regulatory compliance.

The role involves leading complex returns for individuals, partnerships, and corporations, integrating planning into comprehensive wealth strategies, mentoring staff, and driving proactive tax initiatives while upholding firm standards.