Tax Consultant
Duration: 6–8 weeks
Start Date: Immediate / Next Week
Overview
Our client is seeking an experienced Tax Consultant specializing in Individual and High Net Worth (HNW) taxation to provide short-term coverage during the busy season. This role will focus heavily on complex individual income tax compliance, tax planning, and advisory support for high-net-worth individuals and closely held entities.
This is a hands-on role requiring strong technical expertise, attention to detail, and the ability to independently manage complex returns in a fast-paced environment.
Key Responsibilities
• Lead preparation and review of complex Individual and High Net Worth tax returns, including:
• Form 1040 (highly complex individual returns)
• Multi-state filings
• Foreign reporting (FBAR, FATCA, and other applicable disclosures)
• Gift and trust returns (Forms 709, 1041, 5227)
• Prepare and review flow-through entity returns impacting HNW individuals:
• Partnerships (1065, CA 565/568)
• S-Corps
Related state compliance
• Prepare quarterly and annual tax projections and estimated payments for high-income clients
• Assist with tax planning strategies for income deferral, estate and gift considerations, and multi-state residency issues
• Research complex tax matters and prepare clear, well-documented technical memoranda
• Review and file Secretary of State, Franchise Tax Board, gross receipts tax, and business property tax returns
• Ensure all deliverables meet the highest standards of accuracy, organization, and client-ready presentation
Requirements:
• 3+ years of recent experience in public accounting with a strong focus on Individual and High Net Worth tax
• Proven experience handling complex 1040s with multiple income streams (investments, pass-through entities, real estate, foreign assets)
• Bachelor’s degree in accounting, Finance, or related field (Master’s in Taxation preferred)
• CPA/Big 4 Background highly preferred
• Strong understanding of multi-state tax compliance and residency issues
• Experience with trust, estate, and gift taxation preferred
• Exceptional attention to detail and commitment to confidentiality