Wilson Hand LLP
Wilson Hand LLP is a firm specializing in wealth management and tax mitigation strategies tailored for business owners, real estate investors, and affluent individuals. The company goes beyond traditional wealth management by offering personalized investment strategies designed to grow and protect wealth. Their services include asset protection, business succession planning, estate planning, and mergers and acquisitions. Wilson Hand LLP also assists with securities and corporate finance, tax controversy, and transnational planning, ensuring that clients' financial legacies are secure. By providing unique, personalized solutions, they address the complex challenges facing their clients, focusing on minimizing tax burdens and maximizing wealth preservation.
CPA - LLM Tax Strategist
September 17, 2024
Wilson Hand LLP
Wilson Hand LLP is a firm specializing in wealth management and tax mitigation strategies tailored for business owners, real estate investors, and affluent individuals. The company goes beyond traditional wealth management by offering personalized investment strategies designed to grow and protect wealth. Their services include asset protection, business succession planning, estate planning, and mergers and acquisitions. Wilson Hand LLP also assists with securities and corporate finance, tax controversy, and transnational planning, ensuring that clients' financial legacies are secure. By providing unique, personalized solutions, they address the complex challenges facing their clients, focusing on minimizing tax burdens and maximizing wealth preservation.
📋 Description
• Responsible for reviewing and analyzing tax filings. • Provide expert guidance to clients. • Develop strategies to minimize tax liabilities. • Stay up-to-date on tax legislation changes. • Present solutions and close clients on products.
🎯 Requirements
• A CPA certification and a master’s degree in Taxation or an LLM in Taxation from an accredited institution. • 10+ years of prior experience in a public accounting or law firm specializing in tax law. • A deep understanding of federal, state, and local tax codes. • Proficient in tax research, analysis, and tax planning strategies. • Strong communication skills and an ability to explain complex tax issues to clients. • Creative problem-solving skills and ability to adapt to changes quickly. • Excellent organizational skills and ability to manage multiple projects simultaneously.
🏖️ Benefits
• Compensation discussed at time of interview based on experience. • Equal opportunity workplace, supporting diversity.
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