Assistant Director Tax Planning

Think Consulting
United States, Wisconsin, Milwaukee
Jan 29, 2025
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 Qualifications: 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