TAX AND FINANCIAL ADVISOR – HIGH NET WORTH INDIVIDUALS

This position will become involved in all aspects of the client relationship, which would include financial planning, tax planning and return review, and investment advisory services. This is a great opportunity for an experienced tax professional who wishes to work with high net worth individuals on a broad array of services.

Position Summary:

• Review and finalize federal and state individual, fiduciary, partnership, S-Corporation and estate and gift tax returns and prepare these types of returns for more complex clients.
• Prepare tax planning projections for individuals and trusts as well as direct staff on planning for clients.
• Prepare integrated financial and tax projections.
• Understand investment policy for clients and apply this knowledge in writing quarterly reports.

Requirements:

• 3+ years of experience preferred, preparing and reviewing complex federal and state individual, fiduciary and partnership returns.
• Bachelor’s degree in Accounting, Finance or Economics; a CPA, JD and/or advanced degree in taxation is a plus.
• Exposure to investment partnership K-1 Schedules and multi-state nonresident income tax returns.
• Experience preparing and/or reviewing S-Corporation and estate and gift tax returns is a plus.
• Experience in financial planning and/or investments is a plus.
• Strong professional communication skills.
• A desire to become involved in all aspects of the client relationship.

Contact us at careers@zagmoutcpas.com to learn more, or fill out the application below to apply for this opportunity.