Top 30505 Advisor client data Jobs

Senior Tax Advisor for High Net Worth Individuals
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- Full-time
- Background check
- 7 years
- 6 years
- Health insurance
- Dental insurance
Quick Apply
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Senior Tax Advisor for High Net Worth Individuals
Ashton Thomas Private Wealth —Scottsdale, AZ
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- Full-time
- Background check
- 7 years
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- Health insurance
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Senior Tax Advisor for High Net Worth Individuals
Ashton Thomas Private Wealth —Denver, CO
- $130,000 - $180,000 a year
- Full-time
- Background check
- 7 years
- 6 years
- Health insurance
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Raymond James Financial, Inc. —Manassas, VA
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Nifco America, Corp. —Canal Winchester, OH
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Affluent Personal Lines Account Executive (Palm Beach Gardens, FL) - HNW Experience Required
NFP Corp —Palm Beach Gardens, FL
- $65,000 - $110,000 a year
- Full-time
- Hybrid work
- 5 years
- Bachelor of Science
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- Paid holidays
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Director of Planning Operations – Voyage Financial Advisors
Thrivent —Stevens Point, WI
- $90,000 - $135,000 a year
- Full-time
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Licensed Office Professional (Financial Associate)
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Tax Planner Associate
Pure Financial Advisors, LLC —San Diego, CA
- $70,000 - $80,000 a year
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Energy Services Advisor (Business Development/Account Management)
Competitive Energy Services —Boston, MA
- $60,000 - $100,000 a year
- Full-time
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9d

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Senior Tax Advisor for High Net Worth Individuals

Ashton Thomas Private Wealth
Bozeman, MT

Quick Apply

Job Details

Full-time
$130,000 - $180,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Flexible schedule
Life insurance

Qualifications

Computer operation
Customer communication
Interpersonal skills
Tax accounting
Employee relationship building
Research
Attention to detail
Accounting firm experience
Organizational skills

Full Job Description

Full Job Description

Overview

At Ashton Thomas, we care about our people. We are a Registered Investment Advisor (RIA), offering extraordinary client service in private wealth management. Our financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You will always feel empowered and valued at Ashton Thomas. Incredible teams doing outstanding work, we provide exceptional client service to internal and external partners. Our Financial Planning department, to include our tax team, supports financial advisors and their clients, to ensure that we are delivering a seamless wealth management experience.

We are an RIA seeking a tax professional to join our growing team. We specialize in providing sophisticated investment management and financial planning solutions, including tax preparation and tax planning, to high net worth individuals and families.

Position Overview

We are looking for experienced, self-motivated, dedicated professionals for tax return preparation, tax return reviews, consulting projects, and tax planning for individuals, limited liability companies, trusts, corporations, and estates. This is a key position within our firm with a significant level of client and financial advisor interaction.

Description

Prepare and review returns for high net worth individuals, S corporations and partnerships, as well as estate/trust returns. Serve as a tax advisor for financial advisors and their clients on tax items from income tax preparation to planning. Perform tax research and articulate results concisely to clients and other team members both verbally and in writing. Respond to and resolve inquiries from the IRS and other tax authorities. Work with advisors and their clients to provide a seamless proactive income tax preparation experience.

Duties and Responsibilities

Complete, review, and file federal and state and multi-state individual, corporate, and trust tax returns
Prepare, examine, and analyze accounting records, financial statements, and other reports to assess accuracy, completeness, and conformance to reporting and procedural standards
Prepare internal memorandum, written correspondence, and other documents for submission to the IRS or various state agencies
Ensure compliance with payment, reporting, and other tax requirements
Conduct extensive tax research for businesses and individuals
Stay current on tax changes and provide updates to clients and ATPW personnel
Apply foundational knowledge to understand and address potential tax issues
Identify meaningful trends or patterns in interactions, situations, and technical data that suggest potential problems or solutions
Client focused, ensuring clients’ needs and timetables are clearly communicated, understood and met
Seasonal overtime at certain points in the year, particularly those months leading to and including major tax deadlines
Interact with clients, referral partners, and other professionals

Qualifications

7+ years recent tax preparation experience in a public accounting firm
CPA or EA certification is required
Master's degree preferred
JD, CFP® or PFS™ an asset
Ability to manage multiple engagements and competing priorities
Strong written and verbal communication skills
Ability to develop and maintain client and staff relationships
Excellent organizational skills and attention to detail
Experience with Lacerte tax software a plus

Knowledge and Skills

Extensive and proven experience in tax services in the high net worth and ultra high net worth markets
Ability to communicate complexity in a simplified manner while maintaining the integrity of the underlying tax principles
Team player with the ability to communicate effectively and collaborate with others
Excellent verbal, written, and interpersonal skills with demonstrated responsiveness to clients, colleagues, and management
Demonstrated ability to identify opportunities for clients to benefit from other services of the firm
Detail oriented with superior organizational skills including the ability to identify and prioritize broader firm relationships
Self-motivated with the ability to work in a fast-paced, evolving environment
Strong computer skills and ability to work within the Microsoft 365 suite of products

Job Type: Full-time

Pay: $130,000.00 - $180,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Life insurance
Paid time off
Vision insurance

Experience:

Tax accounting: 6 years (Required)

License/Certification:

CPA (Required)

Ability to Commute:

Denver, CO 80206 (Required)

Work Location: In person

Quick Apply

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