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Tax Advisor - Wealth Management firm

Robert Half Berkeley ,CA
  • Posted: over a month ago
  • Full-Time
Job Description
For more information and consideration, please contact Lisa Friedrich at Lisa.Friedrich@roberthalf.comOur client is a Investment Management and Wealth Planning firm for High Net Worth Individuals, located in Berkeley, California.Due to growth, the firm is looking for a Tax Advisor to join their team. This person will be responsible for reviewing clients’ and prospects’ tax returns looking for opportunities for tax reduction and/or financial optimization, including but not limited to: cash flow, charitable giving, retirement plan contributions, cap gain management, employer equity comp (RSUs, ISOs, NQs, ESPPs); create and maintain stock option tracking spreadsheets with grants, vesting schedules, exercised & sold positions to aid in planning, and reviewing tax returns for accuracy; handle tax projections using BNA Income Tax Planner to advise clients re: expected cash requirements for taxes, and tax reduction opportunities; review clients’ estimated payment schedules; to determine whether estimated payment provided with prior year tax return are sufficient – considering lumpy withholding and other factors that would warrant recalculation and stay current and apply income tax knowledge to enhance clients’ overall financial situation, including but not limited to QSBS, QOZ, rental real estate considerations, QBI, AMT & Foreign tax credit.

Robert Half

Address

Berkeley, CA
USA

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