Our client is a sophisticated family office looking for a high net-worth income and tax planning professional with
strong trust and estate, and hands-on financial modeling capabilities.
Primary Responsibilities:
Lead the Development of Tax Strategies: Design, analyze, and manage complex tax planning models for high-net-worth families and multi-generational stakeholders, ensuring tax strategies align with both immediate and long-term objectives.
Collaborative Approach: Partner with internal teams and external advisors to identify, refine, and execute tax planning strategies, ensuring smooth implementation across all involved parties.
Simplify Complex Analysis: Translate intricate tax planning outcomes into clear, actionable insights that enable informed decision-making for clients and stakeholders.
Project Coordination and Administration: Oversee the execution and ongoing management of tax planning initiatives, including compliance, post-implementation support, and coordination with various departments and external advisors.
Stay Ahead of Regulatory Changes: Continuously monitor federal and state tax legislation, analyzing potential impacts on existing strategies and exploring alternative solutions to ensure tax efficiency.
Provide Technical Expertise: Serve as a resource for internal teams, offering thought leadership and specialized guidance on structuring tax-efficient strategies in meetings and training sessions.
Assist in Estate Planning: Contribute to the ongoing administration of estate plans, ensuring strategies remain effective in light of evolving legal and financial environments.
Conduct In-Depth Tax Research: Research and analyze relevant tax issues, providing clear, concise findings to support strategic planning.
Support in Audit and Compliance Matters: Assist with audit-related activities, ensuring full compliance with tax regulations and providing advocacy during audits.
Communication & Presentation: Contribute to project communications, creating clear, well-organized presentations for both internal and client-facing purposes to facilitate decision-making.
Requirements:
8-10 years of individual/HNW tax experience within an accounting firm, wealth management firm or family office with a focus on compliance, audit administration, and strategic planning for high-net-worth individuals, trusts and estates, and closely held operating businesses
Bachelors degree in Finance, Accounting, Taxation, or related field (Masters, JD, CPA, or CFP strongly preferred)
Assist in ongoing estate planning administration
Conduct tax research and present findings on relevant tax issues