Senior Tax Planning Advisor
We are hiring for a fully remote Senior Tax Planning Advisor for a sophisticated private wealth management firm HQ in LA – the position is due to growth! The firm's clients are medium to high-net-worth individuals and business owners needing strategies in the areas of taxation, estate planning, and business financial strategies. This is a true tax financial planning strategy role focusing on planning, advisory, and projections versus compliance work. There is no tax preparation work and no selling or pushing of any product. The company provides an excellent work/life balance – the firm is not about time/effort but about the results and fosters great culture (team environment, start-up mentality, forward-thinking, sharp/smart team).
Responsibilities:
- Talking to clients to determine their assets, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to understand their current financial status
- Reviewing personal and/or business financial statements, tax returns and supporting schedules for clients on a cash basis or US GAAP basis, (as applicable)
- Understanding complex accounting issues and solving for client needs
- Proactive planning for clients to develop plans that create value for clients
- Interacting daily with multiple high net worth clients and various service providers
- Facilitating cross functional communications and cohesion with investment, tax and financial planning teams both in-house and externally
- Developing strategies for improving client services
- Proactively managing ad-hoc client requests
Qualifications:
- Bachelor's degree in business, finance, or related field.
- CPA
- 5+ years of experience as a tax CPA (not an auditor)
- Experience filing tax returns
- Strong proficiency in Microsoft Excel (Pivot Tables, V-Lookups, Filters), Word and PowerPoint
- Demonstrated experience in client service industry
- Strong written and oral communication skills
- Solution oriented approach to work performance
- Meticulous attention to detail (thorough and accurate)
- Exceptional self-management skills: organization, time management, prioritization and analytical skills
- Empowering management style with effective delegation abilities
- Ability to work in a fast-paced, dynamic, team-oriented and client-focused environment
- Highly motivated, inquisitive, self-starter with high-energy; demonstrates resilience and effectively manages-up, down and laterally
- Exceptional interpersonal skills; drives continuous improvement; fosters effective teams; exhibits accountability and ownership
- Ability to work with minimal supervision and take constructive feedback
- Proper phone etiquette for both inbound and outbound calls
- Proficient in Word, Excel, Outlook, and PowerPoint.
- Comfortable meeting with clients and team members primarily via Zoom.
We’d like to see:
- Public accounting experience; Big 4 firm experience
- Experience working in client service industry, with exposure to serving high net worth individuals/families
- Experience with CRMs, such as Salesforce