Private Wealth Services - Tax Senior Associate
Private Wealth Services - Tax Senior Associate
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Job Description
As the Private Wealth Services Tax Senior Associate youll perform compliance services for complex tax returns and provide income estate and gift tax planning strategies for your high net worth closely held business and family business clients all with the resources environment and support to help you excel. Youll collaborate with the Private Wealth Services Tax team and make recommendations on return preparation and tax savings opportunities focusing on accuracy quality and client service because together is how we succeed.
From day one youll be empowered by high quality tools and resources to thrive in your role to meet client needs deliver high-value solutions and help you achieve more confidently.
Your day-to-day may include:
Provide tax planning and consulting to our firms high net worth clients for estate wills and trusts taxation and individual income taxes
Support multiple client service teams on client engagements; plan execute direct and complete tax projects in a wide variety of industries; provide innovative tax planning consulting and compliance expertise to clients; actively assist in proposal activities and manage to budget
Supervise develop train and mentor staff on tax projects and assess performance for engagement and year-end reviews
Research and consult on various tax matters primarily in the federal estate gift charitable planning and generation-skipping tax arenas; utilize tax-related software to prepare and process returns and research tax matters
Respond to inquiries from the IRS and other tax authorities
Maintain active communication with clients to manage expectations ensure deadlines are met and enhance client relationships
Other duties as assigned
You have the following technical skills and qualifications:
Bachelors degree in Accounting CPA or licensed member of the Bar or Enrolled Agent designation (with Masters Degree) preferred
Minimum two to six years of progressive tax compliance and/or consulting experience in Family Wealth Planning or related area in in public accounting or a combination of industry and public accounting experience
Excellent analytical technical and tax accounting/technology skills
Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
Strong leadership business development recruiting training coaching and mentoring skills coupled with excellent written interpersonal and presentation skills
Ability to manage multiple engagements and competing priorities in a rapidly growing fast-paced interactive results-based team environment
Can travel as needed
#LI-JC5
Required Experience:
Senior IC
Employment Type
Full-Time
