Planner/Advisor – US Taxation

Job Description:

Role & responsibilities:

– Develop and implement tax planning strategies for individuals, partnerships, S-Corporations, C-Corporations, and LLCs.

– Analyze clients’ financial situations to identify tax-saving opportunities.

– Provide year-round tax advisory services, not just during tax season.

– Research complex federal and state tax issues and recommend compliant solutions.

– Advise clients on entity selection, business restructuring, mergers, acquisitions, and succession planning.

– Perform tax projections and estimated tax calculations.

– Review financial statements and tax returns to identify planning opportunities.

– Stay current with changes in U.S. federal and state tax laws.

– Collaborate with tax preparation and accounting teams to ensure planning strategies are accurately reflected in tax filings.

– Support clients during IRS notices, audits, and tax-related inquiries when required.

– Prepare client presentations, tax planning reports, and recommendations.

Required Qualifications:

– Bachelor’s degree in Accounting, Finance, or a related field.

– CPA or EA (Enrolled Agent) preferred.

– Minimum 5 years of hands-on experience in U.S. tax planning and advisory.

– Strong knowledge of:

1. Individual Tax (Form 1040)

2. Partnership Tax (Form 1065)

3. S-Corporation Tax (Form 1120-S)

4. C-Corporation Tax (Form 1120)

5. Trust & Estate Tax (preferred)

– Thorough understanding of U.S. federal and state tax regulations.

– Experience with tax projections, estimated tax calculations, and strategic tax planning.

– Excellent analytical, problem-solving, and communication skills.

Preferred Software Experience:

– Intuit ProConnect

– Lacerte

– UltraTax CS

– Drake Tax

– CCH Axcess Tax

– Thomson Reuters GoSystem Tax

– QuickBooks Online

– Microsoft Excel (Advanced)

Preferred Skills:

– Strong tax research capabilities.

– Ability to explain complex tax concepts to clients in simple terms.

– Client relationship management experience.

– High attention to detail and accuracy.

– Ability to manage multiple client engagements simultaneously.

– Excellent written and verbal communication skills.

Nice to Have:

– Experience working with U.S.-based CPA firms.

– Experience with high-net-worth individuals and closely held businesses.

– Knowledge of multi-state taxation and nexus rules.

– International tax exposure (FBAR, FATCA, foreign tax credits, etc.) is an added advantage.