Senior Wealth Tax Advisor - Estate & Trust Planning

EY; Las Vegas (NV); A distancia; USD 82.000 - 135.200; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Comprehensive benefits package

Flexible vacation policy

401(k) plans and pension

Descripción de la vacante

A leading professional services firm is seeking a Senior in Wealth Tax Advisory to deliver high-quality services to high-net-worth clients. You will lead complex planning projects, collaborating closely with engagement teams. Ideal candidates have at least 3 years of relevant experience and a bachelor's degree, with skills in tax advisory and wealth planning. This role offers a competitive salary within a hybrid work environment.

Formación

• Minimum of 3 years of work experience in professional services or professional tax organization.
• Thorough understanding of estate and wealth planning.
• Experience with federal and state personal and trust taxation.

Responsabilidades

• Lead complex wealth planning projects.
• Work on wealth advisory engagements for high-net-worth clients.
• Review work and ensure team has necessary resources.

Conocimientos

Understanding of wealth tax advisory

Tax business knowledge

Research and communication skills

Risk and opportunity identification

Educación

Bachelor's degree in a related field

Eligibility for CPA certification

Descripción del empleo

A leading professional services firm is seeking a Senior in Wealth Tax Advisory to deliver high-quality services to high-net-worth clients. You will lead complex planning projects, collaborating closely with engagement teams. Ideal candidates have at least 3 years of relevant experience and a bachelor's degree, with skills in tax advisory and wealth planning. This role offers a competitive salary within a hybrid work environment.