Job Description

About Us: We are a family office dedicated to managing the financial affairs of high-net-worth families. Our mission is to provide comprehensive wealth management services, including investment management, estate planning, and tax strategy, to ensure the long-term financial health and legacy of our clients.

Job Description: We are seeking a highly skilled and experienced Tax Strategist to join our team. The ideal candidate will have a deep understanding of tax laws and regulations, with a proven track record of developing and implementing tax strategies for high-net-worth individuals and families. This role requires a strategic thinker who can provide innovative solutions to complex tax issues.

Key Responsibilities:

• Develop and implement tax strategies to minimize tax liabilities for clients.
• Provide expert advice on tax planning, compliance, and reporting.
• Conduct thorough tax research and stay updated on changes in tax laws and regulations.
• Collaborate with other financial advisors and legal professionals to ensure comprehensive wealth management.
• Prepare and review complex tax returns for individuals, trusts, and estates.
• Represent clients in tax audits and disputes.
• Identify opportunities for tax savings and recommend appropriate actions.
• Maintain confidentiality and build strong relationships with clients.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or related field; CPA or JD preferred.
• Minimum of 2 years of experience in tax planning and compliance, preferably in a family office or similar environment.
• In-depth knowledge of federal, state, and local tax laws and regulations.
• Strong analytical and problem-solving skills.
• Real estate tax strategy experience
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• High level of integrity and professionalism.

Benefits:

• Competitive salary and performance-based bonuses.
• Collaborative and supportive work environment.

How to Apply: Interested candidates should submit their resume and a cover letter detailing their qualifications and experience to: 

Ben Dollar 

ben@theproviderfinder.com

(843)408-4667

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