CPA - Certified Public Accountant Job at The Provider Finder, Charleston, SC

Q1RobUo1VTZsMVNDdHJhcTlhclkrbnVmUnc9PQ==
  • The Provider Finder
  • Charleston, SC

Job Description

About Us: We are a family office dedicated to managing the financial affairs of high-net-worth families. Our mission is to provide comprehensive wealth management services, including investment management, estate planning, and tax strategy, to ensure the long-term financial health and legacy of our clients.

Job Description: We are seeking a highly skilled and experienced Tax Strategist to join our team. The ideal candidate will have a deep understanding of tax laws and regulations, with a proven track record of developing and implementing tax strategies for high-net-worth individuals and families. This role requires a strategic thinker who can provide innovative solutions to complex tax issues.

Key Responsibilities:

  • Develop and implement tax strategies to minimize tax liabilities for clients.
  • Provide expert advice on tax planning, compliance, and reporting.
  • Conduct thorough tax research and stay updated on changes in tax laws and regulations.
  • Collaborate with other financial advisors and legal professionals to ensure comprehensive wealth management.
  • Prepare and review complex tax returns for individuals, trusts, and estates.
  • Represent clients in tax audits and disputes.
  • Identify opportunities for tax savings and recommend appropriate actions.
  • Maintain confidentiality and build strong relationships with clients.

Qualifications:

  • Bachelor’s degree in Accounting, Finance, or related field; CPA or JD preferred.
  • Minimum of 2 years of experience in tax planning and compliance, preferably in a family office or similar environment.
  • In-depth knowledge of federal, state, and local tax laws and regulations.
  • Strong analytical and problem-solving skills.
  • Real estate tax strategy experience
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • High level of integrity and professionalism.

Benefits:

  • Competitive salary and performance-based bonuses.
  • Collaborative and supportive work environment.

How to Apply: Interested candidates should submit their resume and a cover letter detailing their qualifications and experience to: 

 

Ben Dollar 

[email protected]

(843)408-4667

Job Tags

Full time, Work at office, Local area,

Similar Jobs

Carilion Clinic

Clinical Patient Liaison - Ortho Job at Carilion Clinic

 ...hospital experience for patients and families by serving as a liaison with hospital personnel to foster open communication and a positive...  ...of the health care team, performs basic clerical and technical clinical services relating to the care, cleanliness, safety and comfort... 

Boston Medical Center

Clinical Social Worker-LCSW, ED, 24 Hours (Days / Weekends) Job at Boston Medical Center

 ..., clinics, other hospitals, physicians and other sources in the overall care of the patient. Position: Clinical Social Worker-LCSW Department: ED Schedule: 24 Hours (Days / Weekends) Sunday, Fri, Sat (7am-3:30pm)*Weekend Incentive Offered One or Two... 

PA Consulting

UX/UI Design Intern - Digital Experience Team Job at PA Consulting

 ...Our Digital Experience (DX) team is a multidisciplinary group of UX/UI designers, researchers, and technologists who create...  ...is commensurate with experience, market data, applicant skills, internal equity and/or degrees/certifications. Massachusetts Hourly Rate:... 

Lensa

Senior Recruiter (Remote Options) Job at Lensa

 ...Unit COR Job Description CDM Smith is seeking a Senior Recruiter to join our Services Recruiting Team, supporting our North...  ...considered in lieu of a degree. Domestic and/or international travel may be required. The frequency of travel is contingent on specific... 

Geisinger

Patient Care Technician - No CNA Cert Required - All Shifts Job at Geisinger

 ...responsibility for and perform the duties that do not require a nursing license, freeing the licensed nurse to perform the advanced skills that align with nursing education and training. This new model of care will allow Patient Care Technicians more opportunity...