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ProfilePrivate Client Services Senior Associate, Tax The candidate will assist in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. Bachelors degree in Accounting or other relevant field required. 3+ years of public accounting and private client services experience required. Public accounting experience working in the private client area preferred. Working towards CPA, CFP, Masters in Tax, or JD preferred. Experience: with Gosystems and BNA Tax Planner; with the Microsoft office suite preferred. Excellent oral and written communication skills required. Strong: analytical, research and critical thinking skills; organizational skills, especially the ability to meet project deadlines with a focus on details required. Basic knowledge of fundamental accounting, finance and tax principles required. General: accounting knowledge and basic to intermediate tax knowledge; understanding of financial planning concepts required.
Job ID: 10578BR