Associate High Net Worth Tax Strategist

Partner with senior tax strategists, financial advisors, and external experts to identify and support tax planning strategies for high-net-worth clients. Review tax returns, use financial planning tools to identify opportunities, model scenarios, prepare planning deliverables, and explain recommendations and trade-offs to clients.

Responsibilities

• Partner with senior tax strategists to identify and articulate clients' tax planning needs.
• Collaborate with internal stakeholders and third-party service providers to develop holistic strategies.
• Use financial planning tools to identify tax planning opportunities tied to client goals.
• Review high-net-worth client tax returns and identify potential strategy opportunities.
• Prepare tax planning deliverables, including return reviews and scenario modeling.
• Explain strategies, recommendations, and trade-offs to clients, advisors, and other stakeholders.

Required Skills

• High-net-worth tax planning
• Tax return review
• Tax strategy development
• Scenario modeling
• Financial planning tools
• Tax legislation analysis
• Regulatory environment analysis
• Tax planning implementation
• Client goal documentation
• Tax planning deliverable preparation