Tax Specialist

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Job description

Tax Specialist

Our client is a wealth management firm with more than 50 years combined investment experience that provides holistic investment management services to individuals.

They are looking for a Tax Specialist to:

• Prepare individual, corporate, trust, gift and estate, and partnership tax returns for high-net-worth clients.

• Support Senior Wealth Advisors, of which a few are CPAs, and clients by offering knowledge and expertise to solve complex tax planning situations.

The desired candidate will possess:

• Bachelor's degree

• Certified Public Accountant with 2 years of relevant experience in individual, gift and estate, and trust taxation

• Excellent communication skills, Client-facing experience, Ability to think and execute at both a detailed and high-level

• Bonus qualifications: Big 4 or Large regional/national firm experience, Master's in Taxation, Partnership and S-Corporation experience

Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions.

Westport One consistently ranks as one of the top 10 offices within the MRI Network system, one of the largest talent advisory, recruiting, and staffing organizations in the world. Our 55-year-old, global family is comprised of nearly 400 firms with 1,500 search and advisory professionals across four continents. It takes a network to build a business™. So, let's start building!

To apply for this position, submit your resume by choosing one or more of the following:

• ***CLICKING "APPLY NOW" ON THIS PAGE*** (PREFERRED)

• Email your resume in WORD format to . Please refer to job reference code JMS/KCtaxspecialist in the subject line.

• Fax resume with cover letter to . Attention: Kim Carlson. Please refer to job reference code JMS/KCtaxspecialist

NO CALLS PLEASE

Job Requirements:

Tax Specialist

CPA with at least 2 years relevant experience