Senior Wealth Tax Strategy Advisor

EY; Rogers (AR); Hybrid; USD 82,000 - 135,200; Full time

Benefits offered by this job

Comprehensive compensation and benefits package

Flexible vacation policy

Job summary

A leading global firm is seeking a Senior for its Wealth Tax Advisory team to provide high-quality advisory services to high-net-worth clients. This role involves leading wealth planning projects, advising on complex tax issues, and working collaboratively with clients. Requirements include a degree in a related field, relevant experience, and a strong understanding of estate planning. A hybrid work model is offered.

Qualifications

• Minimum of 3 years of work experience in professional services or professional tax organization.
• Eligibility for CPA certification or membership in The Bar.
• Willingness to travel as needed with ability to work in a hybrid environment.

Responsibilities

• Work on wealth advisory engagements and complex estate, trust, and gift tax returns.
• Research tax issues to develop effective planning strategies.
• Communicate complex tax issues to non-tax professionals and clients.

Skills

Tax, business or financial planning experience

Knowledge of estate and wealth planning

Experience with federal and state personal and trust taxation

Understanding of automated tax processing systems

Education

Bachelor’s degree in a related field

Job description

A leading global firm is seeking a Senior for its Wealth Tax Advisory team to provide high-quality advisory services to high-net-worth clients. This role involves leading wealth planning projects, advising on complex tax issues, and working collaboratively with clients. Requirements include a degree in a related field, relevant experience, and a strong understanding of estate planning. A hybrid work model is offered.