T

Tax Strategist

The Provider Finder
Full-time
On-site
Charleston, South Carolina, United States

About Us: We are a family office dedicated to managing the financial affairs of high-net-worth families. Our mission is to provide comprehensive wealth management services, including investment management, estate planning, and tax strategy, to ensure the long-term financial health and legacy of our clients.

Job Description: We are seeking a highly skilled and experienced Tax Strategist to join our team. The ideal candidate will have a deep understanding of tax laws and regulations, with a proven track record of developing and implementing tax strategies for high-net-worth individuals and families. This role requires a strategic thinker who can provide innovative solutions to complex tax issues.

Key Responsibilities:

  • Develop and implement tax strategies to minimize tax liabilities for clients.
  • Provide expert advice on tax planning, compliance, and reporting.
  • Conduct thorough tax research and stay updated on changes in tax laws and regulations.
  • Collaborate with other financial advisors and legal professionals to ensure comprehensive wealth management.
  • Prepare and review complex tax returns for individuals, trusts, and estates.
  • Represent clients in tax audits and disputes.
  • Identify opportunities for tax savings and recommend appropriate actions.
  • Maintain confidentiality and build strong relationships with clients.

Qualifications:

  • Bachelor’s degree in Accounting, Finance, or related field; CPA or JD preferred.
  • Minimum of 2 years of experience in tax planning and compliance, preferably in a family office or similar environment.
  • In-depth knowledge of federal, state, and local tax laws and regulations.
  • Strong analytical and problem-solving skills.
  • Real estate tax strategy experience
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • High level of integrity and professionalism.

Benefits:

  • Competitive salary and performance-based bonuses.
  • Collaborative and supportive work environment.

How to Apply: Interested candidates should submit their resume and a cover letter detailing their qualifications and experience to: 

 

Ben Dollar 

ben@theproviderfinder.com

(843)408-4667