We are seeking an experienced Senior Tax Accountant \- High Net Worth to join our client's team in Greenville, SC. This role involves delivering sophisticated tax planning, compliance, and advisory services to high net worth individuals, families, and related entities such as trusts, estates, and private investment partnerships. This is a great opportunity for a tax professional who enjoys working closely with affluent clients in a dynamic and collaborative environment.
Key Responsibilities:
Prepare and review complex individual (1040), trust (1041), estate (706), gift (709), and partnership (1065) tax returns
Develop and implement tax planning strategies for HNW clients, including wealth transfer, charitable giving, and estate planning
Analyze financial statements, investment portfolios, real estate holdings, and closely held business interests for tax implications
Assist with multi-state and federal tax compliance and planning
Conduct tax research and provide well-documented recommendations on complex issues
Collaborate with attorneys, wealth advisors, and other professionals as part of a client service team
Maintain and build strong relationships with clients through timely and proactive communication
Supervise, mentor, and review the work of junior accountants and interns
Ensure timely compliance with all relevant tax filing deadlines and requirements
Qualifications:
Bachelor’s degree in Accounting, Finance, or related field
Minimum of 2 years of experience in public accounting or a tax advisory firm with a focus on high net worth individuals and trusts
Advanced knowledge of federal and state tax regulations applicable to HNW individuals, trusts, estates, and flow-through entities
High level of discretion and ability to maintain confidentiality of sensitive financial information
Brandon.Clark@ConnexaSearch.com
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