Join a growing advisory team focused on delivering tailored tax solutions for high-net-worth clients with diverse portfolios. This remote position centers on managing tax compliance and planning for individuals with significant assets, particularly in real estate. You'll be responsible for preparing and reviewing complex federal and state tax returns, ensuring accuracy and adherence to evolving regulations.
Key Responsibilities
- Prepare and review individual, partnership, and trust tax returns for clients with substantial real estate holdings
- Identify tax-saving opportunities and conduct in-depth analysis on property transactions, depreciation, and cost segregation
- Collaborate with advisors to support client strategies involving asset management, estate planning, and entity structuring
- Respond to client inquiries with clarity and professionalism, translating technical details into practical insights
- Stay current with changes in tax law affecting high-income taxpayers and real estate investors
Qualifications
Candidates should hold a degree in accounting or a related field and be a licensed CPA. Minimum of five years of experience in public accounting or tax services, with a focus on individual taxation and real estate entities. Proficiency with tax preparation software and a proven ability to manage multiple deadlines is essential. Prior experience working remotely and independently will support success in this role.
