We are seeking a highly proficient Senior Tax Advisor to join our team. The ideal candidate should possess expertise as a CPA or Tax Attorney, with strong skills in budgeting, financial report creation and interpretation, accounting, balance sheet reconciliation, financial analysis, and asset management.
Responsibilities:
- Meet with clients to understand their financial objectives
- Clearly communicate tax planning strategies, recommendations, and potential tax implications to clients
- Perform financial analysis and reporting
- Manage asset portfolios and ensure regulatory compliance
- Analyze financial data, investments, and transactions
- Interpret financial reports to aid strategic decision-making
Qualifications:
- Bachelor’s degree in finance, Accounting, or a related field (master’s degree is a plus)
- At least 5 years of experience in financial planning
- Expertise in integrating foreign tax, with a focus on business and SALT tax considerations
- Strong knowledge of tax accounting principles and the ability to create professional proposals
- Excellent budgeting and financial reporting skills
- Ability to accurately interpret complex financial data
Job Type: Full-time
Pay: $110,000.00 - $130,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Experience:
- Tax experience: 5 years (Preferred)
License/Certification:
Work Location: In person