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Assistant Director, High-Net-Worth Tax Planning

TaxTaxFull TimeRemoteLeadTeam 5,001-10,000Since 1869H1B SponsorCompany Site LinkedIn

Location

Arizona + 4 more

Posted

94 days ago

Salary

$112.2K - $208.4K / year

Seniority

Lead

Bachelor Degree10 yrs expEnglish

Job Description

• Analyze and review income tax records and returns of individuals and flow through entities to identity tax planning opportunities. • Partner with other highly-credentialed professionals on the team and NM advisors to deliver tax planning strategies and solutions for advisors' clients. • Stay current on income tax laws/regulations and tax planning trends. • Consult with attorneys, analysts, and other CPAs to implement strategies and solve complex planning issues on behalf of clients. • Research and analyze tax issues to assist NM advisors. • Deliver tax planning analyses and consultations alone or in combination with attorneys and financial planners’ estate and financial planning engagements. • May assist in tax return reviews for tax preparation service line. • Serve as a thought leader on income tax related topics.

Job Requirements

Bachelor's degree required.
Active CPA license or JD required.
Master's degree preferred
Minimum of 10 years relevant individual income tax experience with a national or regional accounting firm, family office or financial services company.
Additional business or trust and estate tax experience is preferred.
Client centric verbal and written communication skills with emphasis on ability to articulate complex tax concepts in an understandable way.
Experience in high-net-worth individuals
Familiarity with income tax planning software and tools
Strong interpersonal skills and demonstrated ability to work on a team.

Benefits

We believe in fairness and transparency. It’s why we share the salary range for most of our roles.
However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process.
The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable.