Tax Advisor

Looking to add excitement to your tax career? Our client has engaged us to find a skilled Tax professional to join their team in a role that breaks away from the ordinary. This position offers a rare opportunity to work with a unique clientele of high-net-worth individuals and professional athletes. You heard that right — major leaguers need major tax advisors. In this role, you’ll handle a diverse and engaging portfolio, including individual, corporate, trust, and non-profit tax returns. You'll also supervise financial statement preparation and ensure compliance with federal, state, and local tax regulations. If you're ready to step into a role that combines complexity with high-profile client work, this could be your chance to make it in the big leagues.Responsibilities:Prepare and review individual, S Corporation, C Corporation, Partnership, LLC, non-profit, gift, trust, Canadian, FBAR, general excise/use, and personal property tax returns for high-net-worth clients.Work closely with various departments on tax planning, including quarterly estimates and year-end projections.Research athletes’ schedules for duty day calculations and amend tax returns for new clients to optimize tax benefits.Act as Power of Attorney during IRS audits, prepare supporting documentation, and liaise with government agencies to secure timely tax refunds.Serve as bookkeeper/controller for client entities, prepare journal entries, and ensure the accuracy of general ledgers and financial statements.Organize and lead independent audits for non-profit foundations, ensuring compliance with GAAP and transitioning financials from cash-basis to accrual-basis.Provide expert advice, stay abreast of industry trends, and communicate solutions proactively to clients and team members.Qualifications:Bachelor’s degree in Accounting or a related field.CPA certification or CPA candidate status required. Preference given to candidates who have already received their CPA certification.Minimum of two years’ experience in tax, accounting, or a related field.Strong knowledge of current tax laws, especially related to high-net-worth individuals and professional athletes.Familiarity with Generally Accepted Accounting Principles (GAAP).Excellent verbal and written communication skills, with the ability to effectively interact with high-profile clients and their advisors.Proficient in Microsoft Office and specialized tax/accounting software, including GoSystem Tax RS, SurePrep, and Bloomberg Tax.Strong critical-thinking abilities, with experience in managing complex projects and meeting tight deadlines.Maintain confidentiality and demonstrate a high level of integrity in all professional practices.About Our Client:Our client is a leading independent wealth management firm providing comprehensive financial services to high-net-worth individuals, families, and institutions. With a strong commitment to personalized client service, the firm offers a broad range of solutions including investment management, financial planning, and tax advisory. Their team-oriented culture fosters collaboration and innovation, ensuring that clients receive the highest level of expertise and support.Featured Benefits:Compensation: Competitive salary with discretionary bonus opportunities.Healthcare: Comprehensive medical, dental, and vision insurance.Retirement: 401(k) plan with employer contributions.Work-Life Balance: Paid maternity and parental leave.Professional Development: Tuition reimbursement for continuing education.Join our client's team and be a part of a supportive and collaborative environment, where your expertise and insights are valued and utilized to their fullest potential.