Assistant Director Tax Planning - Think Systems Inc

No C2C or Sponsorship
100% Remote

Primary Duties & Responsibilities

• Analyze income tax records and returns of individuals and flow through businesses to identity planning opportunities.
• Partner with other highly-credentialed professionals on the team and advisors to deliver planning strategies and solution recommendations for clients.
• Stay current on income tax laws/regulations and tax planning trends.
• Consult with attorneys and accountants to implement strategies and solve complex planning issues on behalf of clients
• Research and analyze tax issues to assist advisors
• Deliver tax and financial projections for use in planning engagements
• Serve as a thought leader on income tax related topics

• Bachelor's degree in Accounting
• Master's degree in Accounting preferred.
• Active CPA license.
• Minimum of 7 tyears relevant individual income tax experience with a national, regional or local accounting firm, family office or financial services company. Trust and estate tax experience is preferred.
• Client centric verbal and written communication skills with emphasis on ability to articulate complex information in an understandable way
• Experience in high-net-worth individuals
• Familiarity with income tax planning software and tools
• Strong verbal and written communication skills with the ability to articulate complex information and tax law
• Strong interpersonal skills and demonstrated ability to work on a team

Equal Opportunity Employer, including disability and protected veteran status