What are the responsibilities and job description for the Senior Tax Specialist position at Arrow Search Partners?
About The Company
Our client is an asset management and investment advisory firm managing over $14 million in assets across public and private markets.
Responsibilities
$150,000-$165,000
Our client is an asset management and investment advisory firm managing over $14 million in assets across public and private markets.
Responsibilities
- Function as an in-house expert on sophisticated financial, trust, estate, and gift tax planning matters as well as personal income tax matters and issues for our partners
- Support the firm’s investment advisors in Partner discussions regarding tax-related portfolio and wealth planning topics
- Directly engage with Partners’ personal tax advisors and estate attorneys
- Serve as a liaison with other outside financial planners to help Partners frame the right questions and confirm the suitability of trust and account structures
- Proactively research the tax environment for the Partners in the US and provide updates on proposed tax changes as well as written knowledge briefs
- Provide coaching and training to the firm’s Investment Advisory team regarding tax matters
- Build tax knowledge base in other important jurisdictions, including European countries such as the UK and Germany
- Participate in ad hoc special projects and help develop process improvements related to increasing efficiency of the group
- Undergraduate degree in accounting or taxation
- CPA license or Master’s in tax
- 8-15 years of relevant experience in personal tax, retirement, multi-generational, and estate planning
- Experience in using trust or insurance products for estate planning purposes is a plus
$150,000-$165,000
Salary : $150,000 - $165,000
