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Ambitious senior manager sought for key role in multinational financial team

Melbourne
beBeeTax
Posted: 21 December
Offer description

High Net Worth Tax Planning Specialist About the Role We are seeking an experienced High Net Worth Tax Planning Specialist to join our US Tax Advisory team. As a key member of our team, you will play a vital role in delivering tailored tax planning and compliance advice to high net worth clients. About You * You have experience gained in a Law firm or in a private client's division of a Big 4 accounting firm or mid-tier firm. * You have previously signed-off US tax returns and have an eye for detail. * You have strong research skills and problem-solving abilities. Welcome benefits: Flexible work arrangement (flexible working hours) enables you to balance your work-life responsibility A Day in the Life - What You'll Do: 1. Deliver insights and top-quality US tax technical advice to high net wealth clients on range of matters, including US Income tax planning, Asset structuring, Entity classifications & US Gift/Estate tax planning 2. Manage portfolio of clients with establishing trusting relationships over time & ensuring that their needs are met; œ 😉 Ensure accuracy of reporting through robust verification processes; œ 😉 Proactively identify potential issues & offer solutions before problems arise) Engage collaboratively with cross-functional teams such as audit management, Marketing, IT etc. Identify areas for growth opportunities via analysis internal processes whilst increasing effectiveness throughout business operations by identifying efficiencies giving valuable contributions alongside development opportunities integrating team requirements into overall strategy while synergizing practices accordingly leading towards outcome

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