Tax Strategy Architect – PE & Estate Planning

Gateway Group Personnel; Birmingham (AL); On-site; USD 65,000 - 90,000; Full time

Job summary

Gateway Group Personnel is seeking a tax professional for broader exposure beyond a typical public accounting seat, with passthrough entities, trusts and estates, and private equity analysis. You will support project teams, conduct tax research, and help develop systems to track outstanding items while building trusted client relationships.

Candidates should have a Bachelor’s degree in accounting or finance and 3–6 years in public accounting or consulting, with strong Excel skills and knowledge

Qualifications

• Bachelor’s degree in accounting, finance, or a related field.
• 3–6 years of experience in a public accounting firm or consulting environment preferred.
• Familiarity with tax issues related to passthrough entities, trusts, and estates is a plus.
• Proficiency in Microsoft Office 365, especially Excel, and financial planning software.
• Strong organizational and communication skills.
• General understanding of banking, insurance, and legal matters related to trusts and estates is helpful.

Responsibilities

• Support project teams in resolving critical tax technical issues with clarity and precision.
• Conduct research and analysis to stay ahead of tax legislative and regulatory changes.
• Assist in developing systems and processes to ensure follow through on outstanding items.
• Help build trusted relationships with clients and their advisors through clear communication and follow up.
• Ensure the accuracy and completeness of deliverables while managing multiple priorities.
• Contribute to professional development initiatives and support successful project execution.
• Assist in developing proposals and deliverables that drive client engagement and business growth.
• Build and maintain complex Excel models, ranging from private equity fund analysis to intricate tax calculations.
• Collaborate closely with stakeholders to update and refine models in response to evolving project requirements and regulatory changes.

Skills

Excel modeling

Tax research

Client communication

Project management

Attention to detail

Education

Bachelor's degree in accounting/finance

Tools

Microsoft Excel

GoSystem Tax

Job description

Gateway Group Personnel is seeking a tax professional for broader exposure beyond a typical public accounting seat, with passthrough entities, trusts and estates, and private equity analysis. You will support project teams, conduct tax research, and help develop systems to track outstanding items while building trusted client relationships.

Candidates should have a Bachelor’s degree in accounting or finance and 3–6 years in public accounting or consulting, with strong Excel skills and knowledge