What are the responsibilities and job description for the Tax Strategist position at Gateway Group Personnel?
This role is a good fit for someone who wants broader exposure than a typical public accounting seat offers — passthrough entities, trusts and estates, P/E analysis.
Key Responsibilities :
- Support project teams in resolving critical tax technical issues with clarity and precision.
- Conduct research and analysis to stay ahead of tax legislative and regulatory changes.
- Assist in developing systems and processes to ensure follow through on outstanding items.
- Help build trusted relationships with clients and their advisors through clear communication and follow up.
- Ensure the accuracy and completeness of deliverables while managing multiple priorities.
- Contribute to professional development initiatives and support successful project execution.
- Assist in developing proposals and deliverables that drive client engagement and business growth.
- Build and maintain complex Excel models, ranging from private equity fund analysis to intricate tax calculations.
- Collaborate closely with stakeholders to update and refine models in response to evolving project requirements and regulatory changes.
Qualifications:
- Bachelor’s degree in Accounting, Finance, or a related field.
- 3-6 years of experience in a public accounting firm, or consulting environment preferred.
- Familiarity with tax issues related to passthrough entities, trusts, and estates is a plus.
- Proficiency in Microsoft Office 365, especially Microsoft Excel, and financial planning software.
- Strong organizational and communication skills.
- General understanding of banking, insurance, and legal matters related to trusts and estates is helpful.