Individual Tax Senior Overview • Lead tax planning and compliance for high-net-worth individuals in a dynamic family office environment. • Collaborate with executives and stakeholders to develop tailored tax strategies and solutions. • Utilize expertise in partnerships, estates, and trusts to optimize tax outcomes effectively. • Stay informed on evolving tax regulations to ensure accurate guidance and compliance. • Enjoy a balanced hybrid work arrangement with a supportive and professional team. • Enhance your career in a role offering excellent quality of life and work-life balance. • Contribute to a culture of excellence and precision in tax services. Individual Tax Senior Key Responsibilities & Duties • Prepare and review individual tax returns, ensuring compliance with current regulations. • Advise clients on strategic tax planning to minimize liabilities and maximize benefits. • Handle complex tax matters related to partnerships, estates, and trusts. • Conduct in-depth research on tax laws to support client-specific needs. • Collaborate with family members and executives to address unique tax challenges. • Maintain confidentiality and professionalism in all client interactions and activities. • Contribute to fostering a culture of excellence and quality service within the office. Individual Tax Senior Job Requirements • Bachelor of Science (BS) in Accounting, Finance, or a related field is required. • Minimum of 5 years of experience in individual tax matters; 10 years preferred. • Proven expertise in high-net-worth tax planning and compliance is essential. • Experience with partnerships, estates, and trusts is highly advantageous. • Exceptional communication skills to interact professionally with executives and stakeholders. • Polished demeanor and maturity to handle sensitive and complex tax issues effectively. • Ability to adapt and thrive in a hybrid work environment with flexibility.