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Senior Level Tax Consultant 16468405

Boca Raton, FL
Cordia Resources by Cherry Bekaert is partnered with a premier, privately held, behavioral health company who is seeking an experienced Senior Level Tax Consultant to join their team.  This is a dynamic environment with a growing organization.  They are seeking a tax professional with experience in a family office type environment working with high net-worth individuals.  Details below!

Job Title: Senior Level Tax Consultant
Location: Remote
Job Type: Long term Fractional role

Responsibilities:
•    Support high net worth individuals/shareholders as well as the business with planning solutions
•    Provide strategic tax guidance and recommendations to support business decisions
•    Evaluate deals and investments, identify exposures, and implement risk mitigation strategies
•    Work closely with wealth manager in implementing tax favorable strategies
•    Collaborate with external tax preparer, and other stakeholders as needed
•    Remote role, but able to travel at times for meetings at company offices in New Jersey and Florida 

Requirements:
•    Big 4 Tax Background desirable
•    Experience in a family office or similar environment working with high-net-worth individuals
•    Excellent communication and leadership skills
•    Bachelor’s degree in finance, Accounting, or related field; MBA, MBT, or CPA preferred
•    Proven experience applying complex tax requirements and strategies
•    Excellent analytical and problem-solving skills
•    Strong leadership and communication abilities
•    Ability to thrive in a fast-paced, dynamic environment

 

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