We are in search of a highly skilled Senior tax Advisor to join our team. The ideal must have expertise in CPA or Tax Attorney, budgeting, financial report writing, financial report interpretation, accounting, balance sheet reconciliation, financial analysis, asset management.
Duties:
- Meeting with clients to understand their financial goals
- Communicating tax planning strategies, recommendations, and potential tax implications to clients in a clear and understandable manner.
- Conduct financial analysis and reporting
- Manage asset portfolios and ensure compliance with regulations
- Analyzing financial data, investments, and transactions.
- Interpret financial reports for strategic decision-making
Experience:
- Bachelor's degree in finance, Accounting, or related field. (Master's D. is plus +)
- Minimum of 5 years of experience in financial planning.
- Integrating foreign tax but the priority should be given to business and SALT, as they are essential criteria."
- Strong knowledge of tax accounting principles, elaborate professional proposals.
- Excellent skills in budgeting and financial reporting,
- Ability to interpret complex financial data accurately
Job Type: Full-time
Pay: From $100,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Schedule:
Application Question(s):
- Do you have state and local tax experience (SALT)?
Experience:
- TAX PLANNING FOR HIGH NETWORT: 4 years (Preferred)
License/Certification:
Ability to Relocate:
- Charlotte, NC: Relocate before starting work (Required)
Work Location: In person