Senior Level Tax Consultant 16468405

Cordia Resources By Cherry Bekaert Boca Raton , FL 33487

Posted 3 weeks ago

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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 roleResponsibilities:

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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