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. Mentor junior Tax Advisors. 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:
Bachelors 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
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. Mentor junior Tax Advisors. 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:
Bachelors 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