Job Details

Private Client Services Senior Associate, Tax

Company name

Organization Type


Job Type


Years of Experience

Min 3 yrs required


Fort Worth, TX

Date Last Verified

Oct 18,2017

Posted on

Jul 06,2017
Practice Area
Tax >> Tax - General
Apply for this job
Your Email:
Upload Resume:

67 hits


Private 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.

Additional info

Job ID: 10578BR

Company info

Apply Now

Similar Jobs:

Tax Services Manager - National Tax - Fiduciary Trust Tax Services The candidate will be a trusted advisor and role model for our people across multiple teams, making this a great place to develop a diverse network of collaborati...
Tax Services Manager - Global Compliance and Reporting The candidate will provide clients with domestic federal tax advice and guidance tailored to their unique needs. Will keep up to date with ongoing trends and changes to legis...
Tax Financial Markets - MST Associate - Fall 2018 The candidate should have a Master's degree in Taxation or Accounting or a J.D. degree preferably with 3.3 cumulative GPA. Must have demonstrated ability to play an integral role ...