What are the responsibilities and job description for the Tax Advisor position at Harrison Gray Search?
Summary
Entry-to-mid level tax professional focused on high-net-worth individuals and family enterprise structures. Works within an integrated planning team to prepare and support compliance and planning deliverables. Big 4 or large-firm training strongly preferred.
Key Responsibilities
Entry-to-mid level tax professional focused on high-net-worth individuals and family enterprise structures. Works within an integrated planning team to prepare and support compliance and planning deliverables. Big 4 or large-firm training strongly preferred.
Key Responsibilities
- Prepare federal and state individual, fiduciary, and partnership returns under review by a manager.
- Compile workpapers, reconcile K-1s, basis, and carryforwards; maintain organized digital files.
- Assist with quarterly estimates, extensions, and projections.
- Perform targeted tax research; draft memos and client-ready summaries.
- Support planning for HNW clients: charitable strategies, equity comp, multi-state residency, and investment partnership allocations.
- Coordinate with wealth, legal, and accounting counterparts to execute integrated plans.
- Monitor IRS/state notices; draft response packages for manager review.
- Contribute to process documentation and standardization of workpapers.
- 2 years of public accounting or private client tax experience.
- Progress toward CPA (CPA track required); Masters in Taxation a plus.
- Working knowledge of individual and passthrough taxation; foundational trust/estate concepts.
- Proficiency with tax compliance software and Excel; experience with document management systems.
- Strong workpaper discipline, accuracy, and deadline reliability.
- High-net-worth and/or Big 4 background strongly preferred.
- Base salary: $80,000–$100,000
- Bonus: 7% of base
- Benefits: comprehensive health, retirement plan participation, CPE and exam support
Salary : $80,000 - $100,000
