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.