Lido Advisors and LTax, an established and expanding wealth management and tax firm, is seeking to hire a Senior Tax Specialist.

Lido Advisors offers a unique culture with our in-house, comprehensive, and differentiated approach to wealth advisory services, including our legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed income strategies. Lido Advisors offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, and our clients.

Duties and Responsibilities 

• Prepare and review personal federal and state tax returns.
• Assist with the preparation of quarterly/periodic estimated tax calculations. 
• Research tax notices from federal/state agencies and prepare written correspondence as needed. 
• Participate actively in client meetings and tax planning sessions.
• Use a broad range of tax tools and techniques to ensure efficiency and accuracy. 
• Stay current on regulatory changes related to the tax code. 
• Supports corporate culture from a learning and team-building perspective. 

• Bachelor’s degree and a minimum of 3 years of relevant experience.  
• CPA license required. 
• Experience with some or all of the following: CCH Axcess Tax, CCH Axcess Workflow, TaxCaddy, SurePrep. 
• Experience with UHNW tax and planning engagements preferred.
• Strong analytical and problem-solving skills. 
• Excellent written and verbal communication skills. 
• Must be highly organized, technically strong, and an enthusiastic, effective team player. 
• Ability to think strategically and creatively in a fast-paced environment.
• Proven ability to self-start, take initiative, work collaboratively, and drive results.
• Experience with Excel/Word/Outlook/Salesforce/PowerPoint, with an emphasis on Excel. 

We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records.

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