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Private Client Services Associate, Tax The candidate will assist in providing tax compliance and consulting services to 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. JD or LLM degree in Taxation preferred. 1+ year of prior experience in accounting, finance, or legal required. Experience working in public accounting or 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 is required. Basic knowledge of fundamental accounting, finance and tax principles is required. Must have general accounting knowledge and basic to intermediate tax knowledge and general understanding of financial planning concepts.
Auto req ID 11571BR
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