Tax Advisor Overview • The Tax Advisor will provide expert tax advisory and planning support for clients within the wealth management sector. • Collaborate with executives, business owners, and family offices to navigate complex tax structures and optimize outcomes. • Contribute to the development of innovative tax planning strategies for internal and external stakeholders. • Join a reputable organization with a 200-year legacy and a relationship-driven culture. • Benefit from a hybrid work arrangement and a supportive professional environment. • Enjoy opportunities for long-term career growth within a privately-owned firm. • Engage in meaningful work that impacts clients' financial and tax strategies positively. • Leverage advanced tax credentials and extensive experience to deliver exceptional advisory services. Tax Advisor Key Responsibilities & Duties • Review tax returns and identify planning opportunities for individuals and entities. • Conduct research on tax questions and stay updated on changes in tax laws and regulations. • Develop and implement proactive tax planning strategies to minimize tax exposure. • Advise professionals on tax matters affecting account management and financial planning. • Collaborate with family office professionals to integrate tax considerations into financial planning. • Analyze tax matters and make recommendations to drive business decisions. • Review financial statements for various entities and provide actionable feedback. • Partner with external tax advisors to ensure alignment between strategies and compliance filings. Tax Advisor Job Requirements • Bachelor’s degree in a relevant field is required. • Minimum 8 years of relevant work experience; 12 years preferred. • CPA, JD, or other advanced tax credentials strongly preferred. • Proven expertise in tax advisory and planning within wealth management. • Strong analytical skills to navigate complex tax structures and regulations. • Ability to collaborate effectively with internal and external stakeholders. • Experience in developing and reviewing tax plans to optimize financial outcomes. • Familiarity with financial statement analysis for various entities.