As a Senior Tax Accountant specializing in High Net Worth Individuals, your role will focus on providing sophisticated tax services to affluent clients. Your daily responsibilities will include:
Key Responsibilities:
- Preparing and reviewing complex tax returns for high net worth individuals, trusts, and estates.
- Collaborating with clients to develop and implement tax strategies that align with their financial goals.
- Advising clients on estate tax planning, gift tax, and charitable giving strategies.
- Conducting tax research to ensure compliance with current tax regulations.
- Handling complex tax issues, such as capital gains, passive income, and multi-state taxation.
- Supervising and mentoring junior tax staff on tax matters and client interactions.
- Building and maintaining strong client relationships through personalized service and tailored tax advice.
- Assisting with IRS audits and inquiries related to high net worth clients.
- Staying current with changes in tax laws and their implications for high net worth individuals.
Requirements
- Bachelors degree in Accounting or related field.
- CPA (Certified Public Accountant) or equivalent certification.
- A minimum of 5-7 years of tax accounting experience with a focus on high net worth individuals.
- Expertise in estate and gift tax planning.
- Proficiency in tax software and accounting software.
- Strong knowledge of complex tax issues.
- Experience with managing and mentoring junior staff.
- Exceptional client relationship and communication skills.
- Familiarity with tax regulations related to affluent clients.
Bachelor's degree in Accounting or related field. CPA (Certified Public Accountant) or equivalent certification. A minimum of 5-7 years of tax accounting experience with a focus on high net worth individuals. Expertise in estate and gift tax planning. Proficiency in tax software and accounting software. Strong knowledge of complex tax issues. Experience with managing and mentoring junior staff. Exceptional client relationship and communication skills. Familiarity with tax regulations related to affluent clients.