Job Description
Job Description
Job Title:Lead Tax Advisor
Location:Buffalo, NY
Remote/Hybrid: Our ideal set up is to find someone locally in the Buffalo, NY area to come into the office for hybrid set up. Considering adding someone in remote capacity, who has the flexibility to travel to Buffalo and/or client locations
Role Summary:Combination of strong tax technical experience + client facing to help with tax strategy for our high net worth clientele
Compensation:Up to 150k base + annual bonus & benefits
We're a Wealth Management firm based out of Buffalo, NY and have been in business for 20+ years servicing high net worth clientele for their investing, financial & tax needs. As a full service firm, we offer our clients the complete package of strategizing their financial plans, but also combining the tax implications & approaches too. This has provided us with a competitive advantage out in the market, but also provide our clients with a well rounded experience & success.
Role Responsibilities
- Meet and take responsibility for client engagements for their tax needs
- Partner with internal staff & financial advisors to fully understand the complete picture of what the client is trying to achieve & how to implement from a tax perspective
- Review & confirm accuracy of tax returns
Qualifications
- Bachelor's and/or Master's degree in Accounting or Taxation
- CPA license is preferred
- 5+ years of public accounting experience
- Strong comfortability of being client facing
- Experience with CCH Axcess, TaxCaddy and SurePrep is strong pluses
Compensation & Benefits
- Competitive salary up to $150
- Bonus based on company performance, department performance & running engagements (can be lucrative up to 30 - 50k annually)
- Matching 401(k)
- Medical, Dental & Vision Insurance
- Generous PTO
If you're interested to apply, please submit your application or email me directly at kyle.westhorpe@levelociti.com
To view additional roles we are recruiting for, please visit:https://levelociti.com/job-search/