Client Tax Advisor

Loans • Summit, NJ

9d • $95,000 - $97,692

About The Position

The tax services team provides tax compliance and consulting to HNW clients. The Tax Advisor will service assigned clients as well as participate in providing tax services to the broader private wealth management organization. Candidate must have working knowledge of complex individual and fiduciary tax compliance and state income tax returns and the ability to interact and advise clients, wealth advisors and planners. This involves participation in client meetings by providing tax planning opportunities and advice on the tax implications of transactions.

Requirements

• Bachelor’s Degree required.
• 5-7+ years’ experience
• Knowledge of business desktop applications (i.e.: Microsoft Word, Excel, PowerPoint)
• Experience with commercial tax software – Intuit’s Lacerte a plus
• Excellent verbal and written communication skills
• Strong attention to detail
• Ability to interact with senior management on a regular basis
• Ability to work independently or with minimal supervision
• Excellent analytical skills

Nice To Haves

• CPA preferred. If not CPA, licensed attorney, or enrolled agent

Responsibilities

• Prepare and review of individual, gift and fiduciary tax returns
• Prepare projections for estimated taxes
• Conduct tax research
• Respond to any government inquiries
• Projections for tax implications of transactions
• Advise broader wealth organization

Benefits

• We offer a competitive compensation package, a generous paid time off program, comprehensive medical, dental and vision coverage, maternity/paternity leave, education reimbursement, wellness programs and more.
• We also offer participation in an Employee Stock Purchase Program and a 401K with a generous match.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level