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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Tax - General
Trusts and Estates
Min 3 yrs required
Tax Services Senior - Business Tax Services - Private Client Services Associate The candidate will be researching tax issues to develop effective tax planning strategies. Will be translating complex data from a range of sources into client-ready insights and deliverables. Building effective long-term relationships with clients, understanding their unique needs to provide a tailored service. Communicating complex tax issues to non-tax professionals and clients. Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge. Managing, coaching and developing a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel. Identifying and reacting to risks and opportunities to improve our services and processes.
Qualification and Experience
The candidate should have Bachelor's degree in a related field, supported by significant tax or financial planning experience. Active progress towards a CPA certification or membership in The Bar is needed. A thorough understanding of automated tax processing systems and laws within area of technical professionalism is needed. Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds is needed. Should have 3+ years of work experience in professional services or professional tax organization. Experience with federal and state personal and trust income tax is needed. A proven record in high net-worth tax planning is needed. A thorough understanding of estate and wealth planning is essential.
Ref: MIA000P1
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