Senior Tax Specialist

West Palm Beach, Florida • $150,000-$165,000

About the Company:

Our client is an asset management and investment advisory firm managing over $14 million in assets across public and private markets.

 

Responsibilities:

  • Function as an in-house expert on sophisticated financial, trust, estate, and gift tax planning matters as well as personal income tax matters and issues for our partners
  • Support the firm’s investment advisors in Partner discussions regarding tax-related portfolio and wealth planning topics
  • Directly engage with Partners’ personal tax advisors and estate attorneys
  • Serve as a liaison with other outside financial planners to help Partners frame the right questions and confirm the suitability of trust and account structures
  • Proactively research the tax environment for the Partners in the US and provide updates on proposed tax changes as well as written knowledge briefs
  • Provide coaching and training to the firm’s Investment Advisory team regarding tax matters
  • Build tax knowledge base in other important jurisdictions, including European countries such as the UK and Germany
  • Participate in ad hoc special projects and help develop process improvements related to increasing efficiency of the group

 

Requirements:

  • Undergraduate degree in accounting or taxation
  • CPA license or Master’s in tax
  • 8-15 years of relevant experience in personal tax, retirement, multi-generational, and estate planning
  • Experience in using trust or insurance products for estate planning purposes is a plus

 

 

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