Private Wealth Senior Tax Associate
- You want to be your client's personal advisor and help create a holistic approach to managing and enhancing their wealth at all stages of their lives.
- You crave an opportunity to be part of a well-established high net wealth practice that continues to achieve tremendous growth.
- Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities:
- Perform complex individual, partnership, S-corp, trust, estate, gift and state tax returns
- Work on multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax
- Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations
- Learn and grow from direct and on the job coaching and mentoring along with participating in firm wide learning and development programs
- Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients
- Support the growth and development of team members
- An undergraduate degree in Accounting or related field required
- Actively pursuing a CPA, MST or JD/LLM preferred
- Two (2) + year(s) experience in tax return review and planning for wealthy individuals, family members and their trusts, investment entities, and private businesses
- Eligibility to work in the U.S., without sponsorship, highly preferred
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