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CPA - Certified Public Accountant
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Job Description
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 :
Benefits :
How to Apply : Interested candidates should submit their resume and a cover letter detailing their qualifications and experience to :
Ben Dollar
843)408-4667