Tax Advisor

  • Location
    Columbus, Ohio
  • Category:
    Accounting & Finance - Accountant - Tax
  • Job Type:
    Direct Hire
  • Job reference:
    US_EN_8_844212_2880800
  • Salary:
    $ 70000 - $ 90000

Your Opportunity:

Do you enjoy estate tax work and influencing others?  The Estate Tax Advisor works with high net worth individuals and families to provide detailed, highly sophisticated advice on complex financial affairs, substantial business interests, family estates and investment portfolios requiring detailed attention. This hybrid position can be based out of any of the following offices located in Cleveland, Columbus, Cincinnati, or Dayton Ohio.

Your Skills:

The Estate Tax Advisor will work with a team to support high net worth clients and prospects seeking trust, tax and estate planning solutions. You will act as the in-house subject matter expert for client relationships on specific tax, trust and estate issues.

In this position, you will:

• Develop and manage strong relationships with clients.

• Become a subject matter expert on sophisticated trust, estate and income tax questions and issues.

• Work in an environment that rewards innovation and entrepreneurship.

• Present at client meetings and events.

• Identify trends and patterns to identify potential problems and bring resolutions to the team.

• Have relevant knowledge of financial services and tax laws and be able to communicate products and services as well as policies and procedures.

• Be able to work independently in a hybrid work environment.

Qualifications:

• Bachelor’s Degree in accounting

• CPA

• Estate tax experience

• Expertise in providing solutions to high net worth clients.

• Excellent presentation skills

• Strong verbal and written communication, listening, interpersonal, and analytical skills.

Benefits:

• Competitive Salary

• Vacation/PTO

• Medical

• Dental

• Vision

• 401k



Equal Opportunity Employer/Veterans/Disabled

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The Company will consider qualified applicants with arrest and conviction records