Ultra High Net Worth Tax Professionals -All levels

ECG Resources, Inc.; Phoenix (AZ); Sur place; USD 55 000 - 85 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Tax compliance and planning

Exceptional communication skills

Project management

Creative problem-solving

Formation

Master’s in Taxation

CFP

PFS

CPWA designation

Description du poste

Tax Advisors – Ultra High Net Worth Clients

The Tax Advisors are responsible for providing compliance services and sophisticated tax planning for diverse and complex UHNW clients. This role works closely with the Director of Tax to deliver high-level tax solutions tailored to client needs. Tax Advisors are directly involved in compliance and consulting for specific client engagements and collaborate with engagement teams to ensure that tax-related matters are handled with precision and care.

Responsibilities

• Prepare and review complex tax returns, including individual, trust, partnership, and corporate returns
• Develop and implement tax planning strategies for HNW individuals, families, family offices, and closely held businesses
• Research and analyze complex tax issues to optimize client strategies
• Advise clients on the tax implications of investment strategies and financial decisions
• Stay current with tax laws and regulations to ensure compliance
• Monitor tax deadlines and internal processes to support timely filings
• Serve as a resource to colleagues on complex tax matters and recommendations
• Build and maintain strong relationships with clients and engagement teams

Qualifications

• 3+ years of experience in tax compliance and planning
• Exceptional communication and interpersonal skills
• Ability to manage multiple projects with accuracy and attention to detail
• Creative problem-solving skills and responsiveness
• Master’s in Taxation, CFP, PFS, and/or CPWA designation(s) a plus

Overview

• Seniority level: Not Applicable
• Employment type: Full-time
• Job function: Finance and Accounting/Auditing
• Industries: Financial Services and Accounting

Location: Phoenix, AZ

Compensation: $55,000.00-$85,000.00