Tobias Financial Advisors, established in 1980, provides team-oriented, fee-only comprehensive and personalized wealth management services to a select group of clients. We are a growing firm that maintains a close relationship with our clients due to our strong belief and commitment to providing the time necessary to truly help our clients accomplish their goals. Our vision is to inspire, educate and prepare our clients so they can live the lives they want. We accomplish this by listening to and understanding the needs of each client, followed by fulfilling those needs with uniquely devised strategies, plans, and solutions. We are strong advocates that the “assembly line”, commission based, investment approach lacks the tailored strategies needed to accomplish every client’s unique goals. For more information about Tobias Financial Advisors, please visit http://www.tobiasfinancial.com.
Tax Senior Associate
Tobias Financial Advisors (TFA) has a Tax Senior Associate position opening. As a Tax Senior Associate, your primary responsibility will be to deliver a full range of tax services for high net worth individuals, partnerships, trusts and foundations. You will work closely with the Wealth Management and Financial Planning team, and will interact with clients to provide innovative tax planning, consulting, and compliance expertise. In addition, you will be the primary point of contact with partner CPA firms in the gathering, preparation, review, and delivery of client tax returns.
What you will get to do
Analyze, prepare and review tax returns primarily for individuals and trusts. On some occasions gift tax returns and S corporations.
Develop working relationships with clients to enhance the client experience and provide support to the Wealth Management and Financial Planning team in the delivery of financial planning services.
Conduct reviews of tax returns prepared by outside tax preparers for both existing and prospective clients to confirm accuracy and find opportunities.
Partner with local and national accounting and legal firms to implement estate, tax and financial strategies to achieve client planning objectives.
Serve as subject matter expert for all firm tax matters and conduct research and due diligence to support client financial planning initiatives.
Develop comprehensive tax plans throughout the year, but especially during year-end tax planning season, including scenario analysis, and implement planning strategies as appropriate for client’s planning needs.
Respond to and support inquiries from the IRS and other taxing authorities
What we seek in a candidate
Bachelors and/or master's degree required
Accounting, Finance, Economics or related degree preferred, minimum GPA of 3.0
Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD)
Minimum of 3-5 years relevant work experience with an accounting (Specifically Tax) or law firm. Private client services or wealth management experience is a plus.
Leadership and organizational skills
Excellent communication skills, both written and verbal
Exceptional interpersonal skills and a natural facilitator
Excellent problem solving and analytical skills
Proficient use of technology including tax planning software, tax preparation software, tax research software (RIA Checkpoint), MS Excel, Word, and Outlook. Experience with Lacerte Tax is a plus, but not required.
Someone who is a collaborative, team-oriented creative thinker
Someone who is a self-starter, takes initiative and is excited about taking a project from ideation to completion
Ability to identify, meet, and follow through with internal and external client needs and requirements
Organized with a strong attention to detail and ethical standards
Applicants must be able to pass a background check
About Tobias Financial Advisors
Tobias Financial Advisors is a growing wealth management and financial planning firm in South Florida that serves high-net-worth families. Our vision is to inspire, educate, and prepare our clients so that they can live the lives they want. We provide comprehensive financial planning to our clients while leveraging our expertise in investments, taxation, wealth and estate planning, and risk management. We subscribe to the standards of The Real Fiduciary practices and take pride in delivery advice and recommendations that are int he best interest of the clients.