Tax and wealth Advisor

Job Description:

 the Tax & Wealth Advisor works closely with Financial Advisors to integrate tax strategies into clients’ overall financial plans.

Key Responsibilities

Tax Preparation & Compliance

• Prepare and/or review individual, trust, partnership, S-corporation, and corporate income tax returns.
• Coordinate the collection and review of tax documentation from clients.
• Ensure tax returns are completed accurately and in compliance with federal and state regulations.
• Stay current on changes in tax laws and regulations that may impact clients.
• Assist clients with responding to tax notices and requests from taxing authorities.

Tax Planning & Advisory

• Identify proactive tax planning opportunities for clients throughout the year.
• Prepare tax projections and scenario analyses.
• Collaborate with Wealth Management Advisors to develop tax-efficient financial planning strategies.
• Assist clients with retirement income planning from a tax perspective.
• Evaluate tax implications of investment decisions, charitable giving strategies, Roth conversions, business transactions, and retirement distributions.
• Participate in client planning meetings and provide tax-related guidance.

Wealth Management Team Collaboration

• Serve as a dedicated tax resource for the  Wealth Management team.
• Work closely with advisors to incorporate tax considerations into comprehensive financial plans.
• Support business development efforts by demonstrating the value of integrated tax and wealth management services.
• Collaborate with Client Service Associates and Advisors to deliver an exceptional client experience.
• Help educate advisors and team members regarding tax developments and planning opportunities.

Client Relationship Management

• Develop and maintain strong relationships with clients.
• Respond to client inquiries in a timely and professional manner.
• Explain complex tax concepts in a clear and understandable manner.
• Demonstrate a commitment to exceptional client service and long-term relationship building.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field.
• Three to seven years of tax preparation experience.
• Strong knowledge of individual and business taxation.
• Experience preparing complex individual tax returns.
• Excellent communication and interpersonal skills.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities and deadlines.
• Commitment to delivering exceptional client service.

Preferred

• CPA designation or CPA candidate.
• Experience working with high-net-worth individuals and business owners.
• Familiarity with financial planning concepts and wealth management services.
• Experience with tax planning and tax projection strategies.
• Interest in developing broader financial planning and advisory expertise.

Success in This Role

The successful Tax & Wealth Advisor will:

• Provide accurate and timely tax preparation services.
• Identify meaningful tax planning opportunities that benefit clients.
• Serve as a valued partner to Wealth Management Advisors.
• Build lasting client relationships based on trust and expertise.