Job Details

Family Wealth Hnw Sr Assoc

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Years of Experience

Min 3 yrs required


Houston, TX

Date Last Verified

Aug 15,2017

Posted on

Jul 01,2017
Practice Area
Tax >> Tax - General
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Sr Associate - Family Wealth HNW The candidate will assist in the preparation of Tax returns (Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), S and C-corps (1120), Gift (709) Charitable Organizations (990-PF)). Provide timely, high quality client service that meets or exceeds reviewer’s and client’s expectations. Provide training for interns and entry level staff. Recognize and inform senior management of opportunities to increase level and types of services to clients. Ensure professional development through ongoing education and obtaining additional certifications as appropriate. Start providing detailed review of numbers on Tax returns. Handle routine client tax questions, research tax issues, and works with clients to collect necessary information for tax return completion and compliance. Bachelor's degree in Accounting or related field preferred. Must be eligible to sit for the CPA Exam – or licensed JD. 3+ years of recent experience in Public Accounting with an emphasis in taxation required. Experience with Individual Taxation and understanding of tax code and technical aspects of tax preparation and compliance required. Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements required. CPA, JD, or Enrolled Agent Designation / Masters in Accounting preferred. Strong technical skills in accounting and tax preparation and research, review experience preferred. Effective verbal and written communication skills, as well as good computer skills required. Experience with a national, regional or local accounting firm preferred.

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Job ID: req1395

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