Senior Tax Associate Private Wealth

Position: Senior Tax AssociatePrivate Wealth

Company Overview: Northwest Talent Solutions LLC is a leading recruitment firm working with an outstanding USbased financial client. The Northwest Talent Solutions team is a group of experienced professionals dedicated to delivering top talent to our list of esteemed clients.

Job Summary: We are seeking a highly motivated Senior Tax AssociatePrivate Wealth to join our clients team. The ideal candidate will have an undergraduate in accounting actively pursuing CPA MST or JD/LLM and 2 years experience in tax return review and planning for wealthy individuals family members and their trusts investment entities and private businesses.

Responsibilities:

• Assist in providing compliance and consulting services to highnetworth individuals multigenerational affluent families family offices and their private businesses and/or investment entities:
  • Perform complex individual partnership SCorp 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 through company provided tools.
• Enjoy friendships social activities and team outings that encourage a worklife balance.

Qualifications:

• 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.
• An interest to assist affluent families and individuals enhance and preserve their wealth.
• Eligibility to work in the U.S. without sponsorship highly preferred.

If you are a highly motivated and skilled Senior Tax AssociatePrivate Wealth looking for a new challenge we would love to hear from you. Apply now to join our dynamic team and take your career to the next level.

Scale Beyond the Talent Bar.

Remote Work :

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