Senior Wealth Tax Strategist for High-Net-Worth Clients

EY; Seattle (WA); Hybrid; USD 82,000 - 135,200; Full time

Benefits offered by this job

Comprehensive compensation and benefits package

Flexible vacation policy

Health and dental coverage

Pension and 401(k) plans

Job summary

A global leader in professional services is seeking a Senior in Wealth Tax Advisory to deliver high-quality advisory services to high-net-worth clients and lead complex wealth planning projects. The ideal candidate will have a Bachelor's degree, at least 3 years of relevant experience, and a solid understanding of wealth and estate planning. This role offers a hybrid working environment, along with a competitive compensation package including a salary range from $82,000 to $135,200 based on experience and location.

Qualifications

• Minimum 3 years of experience in professional tax organization.
• Understanding of flow-through entities (S-Corps, Partnerships, LLCs).
• Eligibility for CPA certification or membership in The Bar.

Responsibilities

• Deliver high-quality advisory services to high-net-worth individuals.
• Lead complex wealth planning projects.
• Work on intricate tax planning and structuring advice.

Skills

Wealth tax advisory

Estate planning

Tax research

Communication

Education

Bachelor's degree in a related field

Tools

Automated tax processing systems

Job description

A global leader in professional services is seeking a Senior in Wealth Tax Advisory to deliver high-quality advisory services to high-net-worth clients and lead complex wealth planning projects. The ideal candidate will have a Bachelor's degree, at least 3 years of relevant experience, and a solid understanding of wealth and estate planning. This role offers a hybrid working environment, along with a competitive compensation package including a salary range from $82,000 to $135,200 based on experience and location.