Job Details

Private Client Services Senior Associate Tax

Company name


Organization Type


Job Type


Date Last Verified

Jun 25,2019

Valid Through

Oct 08,2019

Posted on

Feb 03,2019

Years of Experience

Min 3 yrs required


Seattle, WA, United States

Employment Type



Practice Area
Tax >> Tax - General
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Private Client Services Senior Associate, Tax
Candidate will assist in providing tax compliance and consulting services to our high net worth clients. Must have: Bachelors degree in Accounting or other relevant field required. JD Degree or LLM in Taxation preferred. 3+ years of public accounting and private client services experience. Public accounting experience working in the private client area preferred. Working towards CPA, CFP, Masters in Tax, or JD Degree preferred. Licensed Attorney strongly preferred. Experience with Gosystems and BNA Tax Planner preferred. Experience with the Microsoft office suite. Excellent oral and written communication skills. Detailed oriented. Strong analytical, research and critical thinking skills. Solid organizational skills, especially the ability to meet project deadlines with a focus on details. Ability to successfully multi-task while working independently or within a group environment. Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously. Ability to interact effectively with people at all organizational levels of the firm. Basic knowledge of fundamental accounting, finance and tax principles. General accounting knowledge and basic to intermediate tax knowledge. General understanding of financial planning concepts.
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.


Additional info

Ref. 14372BR

Company info

Hiring Coordinator
One Union Square
600 University Street , Suite 2528
Seattle, WA 98101-1176

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