Senior Wealth Tax Advisor for High‑Net‑Worth Families

EY; Columbus (OH); Hybrid; USD 82,000 - 135,200; Full time

Benefits offered by this job

Comprehensive compensation and benefits package

Flexible vacation policy

Medical and dental coverage

401(k) plans

Job summary

A global professional services firm is seeking a Senior in their Wealth Tax Advisory practice to deliver high-quality advisory services. The ideal candidate should have a strong understanding of wealth tax advisory and a background in estate planning. This role is client-facing, requiring collaboration with various teams, and offers flexible work arrangements. Join a team dedicated to providing bespoke wealth advisory services to influential clients.

Qualifications

• A minimum of 3 years of work experience in professional services or tax organizations.
• Eligibility for CPA certification or membership in the Bar.
• A thorough understanding of estate and wealth planning.

Responsibilities

• Deliver high-quality advisory services to high-net-worth individuals.
• Collaborate with team members to lead complex wealth planning projects.
• Communicate complex tax issues effectively to clients.

Skills

Wealth tax advisory

Estate planning

Federal and state personal and trust taxation

Flow-through entities (S-Corps, Partnerships, LLCs)

Research tax issues

Education

Bachelor's degree in a related field

Job description

A global professional services firm is seeking a Senior in their Wealth Tax Advisory practice to deliver high-quality advisory services. The ideal candidate should have a strong understanding of wealth tax advisory and a background in estate planning. This role is client-facing, requiring collaboration with various teams, and offers flexible work arrangements. Join a team dedicated to providing bespoke wealth advisory services to influential clients.