Tax Lead Advisor

Profile

Tax Lead Advisor

The candidate will build and maintain a personal relationship with clients as the technical tax expert on their planning team. Assist clients by attending client meetings and delivering clients’ tax plans. Support the financial advisory team in tax planning-related functions. Actively participate in signing and onboarding new clients to the firm. Lead tax client service team for compliance and tax planning. Final review and signing of tax returns (federal and state returns for individuals, corporations, partnerships, trusts, and estates). Oversee tax projections and tax audits for clients. Coach and develop the team through real-time and consistent feedback. Should have a Bachelor’s degree in Accounting and CPA, JD, or EA. A Master in Taxation or JD is preferred. Should have 5+ years of individual, partnership, fiduciary, estate, and gift tax return compliance. Working knowledge of data collection, data analysis, and evaluation. Must have strong computer skills (Windows, MSFT Office, Excel, Adobe Acrobat) and the ability to learn and adapt quickly to new software systems (CCH Axcess Tax, BNA Tax Planner) and tax research tools (BNA Portfolios and RIA Checkpoint). Experience with ADP, Quick Books, and databases (i.e. Salesforce) preferred. Must have strong research skills and knowledge in tax-related areas and an understanding of the workings of the Internal Revenue Code, Regulations, and other tax pronouncements. Must be able to manage heavy workloads and projects, many on a time-sensitive basis. Must have excellent oral communication skills, with an ability to interact with a tight-knit team of firm professionals with a range of tax knowledge. Must have highly motivated with the ability to function well in a fast-paced environment with continued growth and development.

Company info

Brighton Jones LLC
445 Bush Street, 6th Floor
San Francisco
California
United States 94108
Website : http://www.brightonjones.com