Sr. Tax Advisor

Senior Tax Advisor | Guide high-net-worth clients with advanced planning, tax strategy & client-focused expertise in a hybrid role.

This Jobot Job is hosted by : Eric Kee

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and sending us your resume.

Salary : $150,000 - $200,000 per year

A bit about us :

We are a trusted fiduciary and tax advisory firm committed to serving high-net-worth individuals and families with precision, discretion, and care. Our collaborative environment blends technical expertise with client-first service, ensuring we deliver sophisticated tax and financial planning strategies that make a lasting impact.

Why join us?

Partner with experienced professionals on complex tax and financial planning matters.

Hybrid schedule with in-office collaboration and remote flexibility.

Opportunities to mentor junior team members and influence department initiatives.

Exposure to high-net-worth clients, trusts, and estate planning strategies.

Work in a collaborative, client-focused environment with growth opportunities.

Job Details

Prepare and review complex HNW / individual tax returns, trusts / estates, ensuring accuracy and compliance.

Advise clients and Trustees on financial and tax planning strategies, including quarterly estimates and taxable events.

Collaborate with internal teams (Trust Administration, Legal, and Business Analysts) on integrated tax planning.

Lead or contribute to department-wide initiatives, process improvements, and technology adoption.

Mentor junior advisors while maintaining the highest standards of client service and confidentiality.

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

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