Tax Advisor
Job Description
Job Description
Summary
Entry-to-mid level tax professional focused on high-net-worth individuals and family enterprise structures. Works within an integrated planning team to prepare and support compliance and planning deliverables. Big 4 or large-firm training strongly preferred.
Key Responsibilities
• Prepare federal and state individual, fiduciary, and partnership returns under review by a manager.
• Compile workpapers, reconcile K-1s, basis, and carryforwards; maintain organized digital files.
• Assist with quarterly estimates, extensions, and projections.
• Perform targeted tax research; draft memos and client-ready summaries.
• Support planning for HNW clients: charitable strategies, equity comp, multi-state residency, and investment partnership allocations.
• Coordinate with wealth, legal, and accounting counterparts to execute integrated plans.
• Monitor IRS/state notices; draft response packages for manager review.
• Contribute to process documentation and standardization of workpapers.
Qualifications
• 2+ years of public accounting or private client tax experience.
• Progress toward CPA (CPA track required); Masters in Taxation a plus.
• Working knowledge of individual and passthrough taxation; foundational trust/estate concepts.
• Proficiency with tax compliance software and Excel; experience with document management systems.
• Strong workpaper discipline, accuracy, and deadline reliability.
• High-net-worth and/or Big 4 background strongly preferred.
Compensation
• Base salary: $80,000–$100,000
• Bonus: 7% of base
• Benefits: comprehensive health, retirement plan participation, CPE and exam support
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