Named as the \#1 Place to Work in Southwest Florida by Gulfshore Business in 2022, our client is a growing Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have created and fostered thousands of close, caring, supportive client relationships.

DESCRIPTION:

The TAG functions as a national tax office for HBK providing industry-leading consulting, tax planning, and continuing education services for the entire firm. HBK’s TAG members are seasoned tax professionals with deep experience in consulting with business owners, families, and other organizations to minimize taxes while always focusing on meeting client objectives.

QUALIFICATIONS:

• One of the following is a must: Juris Doctor (JD) with a focus in Taxation, an LL.M. in Taxation, Master’s in taxation, or similar degree and CPA
• Will possess excellent research and writing ability
• Excellent verbal communication and presentation skills
• 3+ years of Trust Returns, Estate Returns, Estate Planning, Business Interest, Transfer Tax, and Gift Tax (709, 706, 1041)
• Can interact with all levels of team members and clients

RESPONSIBILITIES:

• Train and develop fellow HBK team members on your area of expertise
• Identify and Implement Planning Opportunities
• Tax Advisory Group Reviews of Tax Compliance and Planning Memos
• Author Topical Articles on Planning Opportunities
• Ensure complete client and team satisfaction through open communication, managing deadlines and proactively sharing tax savings strategies
• Work closely with Partners, Directors, Senior Managers and staff on client management and professional development
• Keep abreast of any legislative or professional changes, and consulting with clients on potential implication
• Display continual commitment to the Firm's Culture and Values and Client Service Principles
• Demonstrate a level of communication skills, intuitive skills and resourcefulness that encourages others to follow and develop the same skills

BENEFITS:

• $150,000+ Base Salary
• Lucrative New Business & Employee Referral Bonuses
• Anniversary Bonus
• Open Paid-time-off policy for professional staff
• We provide a flexible work environment to offer work/life balance
• 401(k) plan with company match and profit sharing
• Medical, dental, and vision insurance
• Company Paid Life Insurance
• Affordable Short- & Long-Term Disability Insurance
• Affordable Accidental and Critical Illness Insurance
• 9 Paid holidays
• Disability Insurance
• Tuition Reimbursement
• Annual Performance Reviews
• And Much More…

Please send resumes to dustin@theipgteam.com

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