Senior Tax & Wealth Planning Associate
The Alta Group
Job Description
Job Description
Tax Manager/Senior
Opportunity for a driven entrepreneurial minded professional with partnership aspirations. Our client is a regional firm that that has successfully combined tradition audit, accounting, tax compliance and planning with a robust wealth management practice, becoming the leading trusted adviser to businesses and high net worth clients for decades. They are seeking a professional with at least 4 years of business and personal income tax compliance and planning experience along with strong interpersonal skills and a client service mind set to join their growing practice.
What you will do:
- Develop relationships with firm clients acting as their trusted adviser on all tax compliance, planning and wealth management issues.
- Interview clients to develop a deep understanding of their overall tax and financial makeup, and goals and work with the Financial Planning Team to develop a comprehensive business, tax and wealth management strategy.
- Lead business and personal income tax compliance, strategy and planning for clients.
- Partner with the firm's wealth management team to develop and suggest wealth management strategies.
- Lead and develop junior team members.
- Lead communications with both clients, and federal (IRS), state and local tax officials.
- Network and develop relationships to promote firm awareness and drive practice growth.
What you can expect:
- The satisfaction of developing long lasting client relationships, being their go-to SME for all tax matters and helping them achieve their financial goals
- A cohesive, supportive team culture
- Tremendous career/professional growth potential, essentially unlimited earning potential
- An entrepreneurial environment with true partnership potential
What's required:
4+ years (SR) 6+ years (Mgr) of business and personal income tax compliance and planning experience with exposure to complex tax issues.
A CPA is required, CFP or in process preferred
Strong presentation and communication skills
A desire to develop new relationships and help grow the firm
An interest in wealth management and financial planning
Vacancy posted 3 days ago
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