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In-House
Attorney
Litigation - Whistleblower - CFTC
Tax
Trusts and Estates
2-4 yrs required
Senior Associate – Tax and Private Wealth Services The candidate will be responsible for providing tax compliance and consulting services to clients and work with other professionals in General Tax to assist to build a profitable practice, delivering high value solutions and income, estate, charitable, and gift tax planning strategies to the high net worth market. Will manage client engagements from start to finish, which includes planning, executing, directing, and completing tax projects and managing to budget. Provide tax planning and consulting to firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes. Interact closely with client's other advisors, such as attorneys and financial managers. Review prior year tax returns to look for potential errors, inconsistencies, planning opportunities, etc.Identify and capitalize on opportunities to sell tax services. Research tax matters, primarily in the federal estate, gift, charitable, and generation-skipping tax arenas. Proactively interact with key client management to gather information, resolve tax-related problems, and make recommendations for business and process improvements. Other duties as assigned.
Qualification and Experience
The candidate should have Bachelor's degree in Accounting. CPA is required. Should have 2-4 years of progressive tax consulting and compliance in Family Wealth Planning, or related area, in public accounting or consulting. Experience in preparing and reviewing complex estate, trust, and individual returns is essential. Computer expertise, including knowledge of tax software and technology is essential. Masters in Taxation, LLM in Taxation, JD degree or CFP is preferred, or currently pursuing one of these degrees/certifications is preferred. Advanced Microsoft PowerPoint presentation skills is preferred.
(Job Number: 035812)
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