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Individual Tax Senior

Green Key Resources

Job DetailExperience Level Sr LevelDegree Type Bachelor of Science (BS)Employment Full TimeWorking Type HybridJob Reference 0000015012Salary Type AnnuallyIndustry Real EstateSelling Points Excel in tax planning for high-net-worth individuals in a family office. Collaborate on complex strategies for partnerships, estates, and trusts. Enhance your expertise in a dynamic, hybrid work environment.Job DescriptionIndividual Tax Senior OverviewLead tax planning and compliance for high-net-worth individuals in a dynamic family office environment.Collaborate with executives and stakeholders to develop tailored tax strategies and solutions.Utilize expertise in partnerships, estates, and trusts to optimize tax outcomes effectively.Stay informed on evolving tax regulations to ensure accurate guidance and compliance.Enjoy a balanced hybrid work arrangement with a supportive and professional team.Enhance your career in a role offering excellent quality of life and work-life balance.Contribute to a culture of excellence and precision in tax services.Individual Tax Senior Key Responsibilities & DutiesPrepare and review individual tax returns, ensuring compliance with current regulations.Advise clients on strategic tax planning to minimize liabilities and maximize benefits.Handle complex tax matters related to partnerships, estates, and trusts.Conduct in-depth research on tax laws to support client-specific needs.Collaborate with family members and executives to address unique tax challenges.Maintain confidentiality and professionalism in all client interactions and activities.Contribute to fostering a culture of excellence and quality service within the office.Individual Tax Senior Job RequirementsBachelor of Science (BS) in Accounting, Finance, or a related field is required.Minimum of 5 years of experience in individual tax matters; 10 years preferred.Proven expertise in high-net-worth tax planning and compliance is essential.Experience with partnerships, estates, and trusts is highly advantageous.Exceptional communication skills to interact professionally with executives and stakeholders.Polished demeanor and maturity to handle sensitive and complex tax issues effectively.Ability to adapt and thrive in a hybrid work environment with flexibility.

Vacancy posted 8 hours ago
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