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Senior - Private Wealth Tax

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Organization Type


Job Type


Years of Experience

Min 2 yrs required


Jericho, NY

Date Last Verified

Aug 14,2017

Posted on

Jul 29,2017
Practice Area
Trusts and Estates >> Trusts and Estates
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Senior - Private Wealth Tax The candidate should have Bachelor's degree in Accounting, Finance, or other business related field. Advanced Degree preferred: MST, MAcc, JD degree or LLM. CPA, Enrolled Agent, or other appropriate certification (or in the process of pursuing). Must have 2+ years of experience in providing tax planning services or preparing and reviewing client work papers and income tax returns. Prior Big 4 experience a plus. Experience reviewing partnership and/or trust documents a plus. Experience with managing projects including scheduling, budgeting, client correspondence and billing, excellent technology (i.e. Microsoft Excel and compliance software), research and writing skills. Strong communication, interpersonal, and organizational skills required. Strong analytical and communication skills to be able to articulate conclusions, planning opportunities, and risks identified through the research projects.

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Requisition code: E17LNITSRCRK012-FS

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