The Senior Tax Accountant will prepare and review complex federal and state tax returns for high-net-worth individuals and related business entities. They will also provide proactive tax planning, advisory services, and collaborate with attorneys and financial professionals to address complex tax matters.
Advise clients on mergers and acquisitions, corporate governance, and commercial transactions while navigating the legal landscape of AI and emerging technologies. Collaborate with cross-functional teams to deliver integrated solutions and actively grow your own client practice.
Lead the architecture and development of scalable AI-native technology solutions and cloud-based applications. Collaborate with executive leadership and clients to translate business requirements into technical designs and oversee implementation.
Drive strategic distribution growth by developing relationships with financial advisors, broker-dealers, and RIAs. Execute territory business plans and conduct educational presentations to increase product utilization of investment offerings.
