Lyneer Search Group
Base pay range
$150,000.00/yr - $220,000.00/yr
Direct message the job poster from Lyneer Search Group
Business Development Director Lyneer Search Group Position Summary
The Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of individual tax clients. This position also assists with department-wide initiatives related to tax analysis and planning for clients. This position handles confidential information, while maintaining a high level of client contact. Integrity, discretion, and respect for confidential information are absolutely essential.
Responsibilities:
Prepare complex tax returns for individual clients with high net worth.
Review tax returns prepared by colleagues to ensure quality processing.
Meet with clients and Trustees to present financial and tax planning strategies.
Analyze and process quarterly estimated tax payments for assigned individual accounts.
Identify and collaborate with team members on taxable events that may have legal implications.
Work with the Tax Department Team to develop, implement and oversee department-wide initiatives.
Work with Trustees and Tax Department Team to identify tax planning opportunities for individuals and families.
Partner with other teams throughout the office, including General Counsel and Trust Administration, to ensure tax planning initiatives are comprehensive and compliant.
Utilize a variety of software applications related to tax research, planning and preparation including: BNA and Profx.
Work with members of the Tax Team, Business Analysts and Application Developers to utilize the most effective technology and work flow processes.
Qualifications & Skills:
Bachelor’s or Masters’ Degree in business or accounting concentration and/or Taxation and/or Certified Financial Planning required.
Minimum 7 years’ experience in individual tax return production environment.
Minimum 5 years’ experience in direct individual client environment involving financial planning and analysis.
Current, high level of knowledge about individual and gift tax matters.
Experience with fiduciary and estate tax returns preferred.
Solid understanding of Investment Management concepts
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Accounting/Auditing
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Direct message the job poster from Lyneer Search Group
Business Development Director Lyneer Search Group Position Summary
The Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of individual tax clients. This position also assists with department-wide initiatives related to tax analysis and planning for clients. This position handles confidential information, while maintaining a high level of client contact. Integrity, discretion, and respect for confidential information are absolutely essential.
Responsibilities:
Prepare complex tax returns for individual clients with high net worth.
Review tax returns prepared by colleagues to ensure quality processing.
Meet with clients and Trustees to present financial and tax planning strategies.
Analyze and process quarterly estimated tax payments for assigned individual accounts.
Identify and collaborate with team members on taxable events that may have legal implications.
Work with the Tax Department Team to develop, implement and oversee department-wide initiatives.
Work with Trustees and Tax Department Team to identify tax planning opportunities for individuals and families.
Partner with other teams throughout the office, including General Counsel and Trust Administration, to ensure tax planning initiatives are comprehensive and compliant.
Utilize a variety of software applications related to tax research, planning and preparation including: BNA and Profx.
Work with members of the Tax Team, Business Analysts and Application Developers to utilize the most effective technology and work flow processes.
Qualifications & Skills:
Bachelor’s or Masters’ Degree in business or accounting concentration and/or Taxation and/or Certified Financial Planning required.
Minimum 7 years’ experience in individual tax return production environment.
Minimum 5 years’ experience in direct individual client environment involving financial planning and analysis.
Current, high level of knowledge about individual and gift tax matters.
Experience with fiduciary and estate tax returns preferred.
Solid understanding of Investment Management concepts
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Accounting/Auditing
#J-18808-Ljbffr