Our client is a leading financial advisory firm dedicated to helping HNW clients achieve their financial goals through personalized and comprehensive financial planning. Services include retirement planning, investment management, estate planning, tax strategies, education savings, and foundation planning.
We are representing the managing seeking an experienced and dynamic Head of Tax Planning to head up the tax practice. The ideal candidate will be responsible for developing and implementing effective tax strategies for clients, ensuring compliance with tax regulations, and providing expert advice on tax-related matters. This role requires a deep understanding of tax laws, excellent analytical skills, and the ability to communicate complex tax concepts in a clear and understandable manner.
Key Responsibilities:
- Develop and implement comprehensive tax planning strategies for clients.
- Provide expert advice on tax-related matters, including income tax, estate tax, and gift tax.
- Ensure compliance with federal, state, and local tax regulations.
- Collaborate with other financial advisors to integrate tax planning into overall financial plans.
- Stay up-to-date with changes in tax laws and regulations.
- Conduct tax research and analysis to identify opportunities for tax savings.
- Prepare and review tax returns and other tax-related documents.
- Educate clients on tax strategies and their impact on financial goals.
Qualifications:
- Bachelor's degree in Accounting, Finance, or a related field (Master's degree or CPA preferred).
- Minimum of 5 years of experience in individual tax planning
- Strong knowledge of federal, state, and local tax laws and regulations.
- Excellent analytical and problem-solving skills.
- Ability to communicate complex tax concepts clearly and effectively.
- Strong attention to detail and organizational skills.
- Proven ability to work collaboratively in a team environment.
- High level of integrity and professionalism.
