Tax Strategist

The Provider Finder • Charleston, United States • 4w ago

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.