Tax Advisor
Jobtailor
• Lead compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices • Perform technical review of complex tax returns • Advise and make recommendations to clients on business succession planning Requirements An undergraduate degree in accounting or law required CPA or JD required Ten (10)+ years’ experience in tax planning and consulting for wealthy individuals, family members and their trusts Six (6)+ years supervisory experience, mentoring and counseling associates Ability to lead and supervise others, provide exceptional client service ATS Optimization Keywords Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility. This unique feature helps candidates tailor their applications more effectively — a feature exclusive to JobTailor job listings. Hard Skills Tax Return Review Consulting Services Financial Analysis Wealth Management Soft Skills Leadership Mentoring Counseling Certifications & Qualifications CPA JD #J-18808-Ljbffr
Vacancy posted 5 days ago
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