UHNW Tax Advisor: Advanced Compliance & Planning

ECG Resources, Inc.; Phoenix (AZ); On-site; USD 55,000 - 85,000; Full time

Job summary

A financial services firm based in Phoenix, AZ is seeking a Tax Advisor to provide compliance services for ultra-high-net-worth clients. Ideal candidates will have 3+ years of experience in tax compliance and planning, with exceptional communication skills. The role involves preparing complex tax returns, advising clients on tax implications, and developing tax planning strategies. Compensation ranges from $55,000 to $85,000 per year.

Qualifications

• 3+ years of experience in tax compliance and planning.
• Ability to manage multiple projects accurately.
• Stay current with tax laws and regulations.

Responsibilities

• Prepare and review complex tax returns.
• Develop and implement tax planning strategies.
• Research and analyze complex tax issues.
• Advise clients on tax implications.
• Monitor tax deadlines for timely filings.

Skills

Tax compliance and planning

Exceptional communication skills

Project management

Creative problem-solving

Education

Master’s in Taxation

CFP

PFS

CPWA designation

Job description

A financial services firm based in Phoenix, AZ is seeking a Tax Advisor to provide compliance services for ultra-high-net-worth clients. Ideal candidates will have 3+ years of experience in tax compliance and planning, with exceptional communication skills. The role involves preparing complex tax returns, advising clients on tax implications, and developing tax planning strategies. Compensation ranges from $55,000 to $85,000 per year.