Senior Tax Advisor

A Senior Tax Advisor is responsible for conducting comprehensive tax research and analysis to develop strategic tax planning recommendations for clients. This involves staying current with federal, state, and local tax laws and regulations to ensure compliance and identify opportunities for tax savings. They meticulously review financial documents, including income statements, balance sheets, and tax returns, to assess tax liabilities and devise strategies to minimize tax burdens. Additionally, senior tax advisors provide detailed tax advice on complex transactions such as mergers, acquisitions, and divestitures, ensuring the optimal tax outcome for their clients. They also handle the preparation and filing of tax returns, ensuring all documentation is accurate and submitted in a timely manner.

In collaboration with clients, the Senior Tax Advisor prepares annual and quarterly tax projections to aid in budgetary planning and financial management. They play a vital role in representing clients during audits, working closely with tax authorities to resolve any disputes or issues that arise. The role also involves mentoring and guiding junior tax staff, reviewing their work for accuracy, and providing training on new tax laws and compliance requirements. Effective communication is crucial as they explain complex tax concepts and strategies in a clear and understandable manner, enabling clients to make informed financial decisions. Through ongoing client relationship management, they strive to build trust and deliver exceptional service, ultimately helping clients achieve their financial goals.