Senior Tax Advisor - High Net Worth Individuals (Remote)
JCW Group
Job description
About the Position
Join a fast-growing technology company as a Senior Tax Advisor, where you will play a pivotal role in shaping the financial future of high-profile clients. This fully remote position offers a unique opportunity to work at the intersection of high-level tax strategy and cutting-edge technology, serving founders and tech professionals.
Main Missions
- Lead and manage complex tax engagements for High Net Worth Individuals (HNWI), including founders and tech industry leaders.
- Oversee the review and signing of tax returns for individuals, trusts, and associated entities to ensure absolute compliance.
- Provide strategic tax planning and advisory services tailored to complex financial situations.
- Collaborate closely with our internal technology team to leverage and optimize proprietary planning and compliance tools.
- Translate intricate tax concepts into clear, actionable, and strategic advice for clients.
- Actively contribute to the growth and strategic development of the firm's tax practice.
Profile Required
- Proven experience in tax advisory, specifically dealing with high-net-worth individuals and complex tax structures.
- Strong ability to navigate sophisticated tax laws regarding trusts and multi-entity compliance.
- Exceptional communication skills with the ability to simplify complex technical information for non-expert clients.
- Tech-savvy mindset, comfortable working with proprietary software and collaborating with engineering teams.
- Proactive professional with a growth mindset, ready to scale a practice within a tech-driven environment.
Required Skills
- Advanced Tax Planning & Compliance
- HNWI Advisory Expertise
- Trust & Entity Taxation
- Strategic Financial Consulting
- Tech-Enabled Tax Solutions
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