Job Details

Private Client Services Senior Associate Tax

Company name


Organization Type


Job Type


Date Last Verified

Nov 14,2018

Posted on

Dec 19,2017

Years of Experience

Min 3 yrs required


Clayton, MO
Practice Area
Tax >> Tax - General
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Private Client Services Senior Associate, Tax The candidate will assists 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.

Qualification and Experience

The candidate should have Bachelors degree in Accounting or other relevant field. JD degree or LLM in Taxation preferred. Should have 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. Basic knowledge of fundamental accounting, finance and tax principles. General accounting knowledge and basic to intermediate tax knowledge. General understanding of financial planning concepts.

Additional info

Auto req ID 11586BR

Company info

Hiring Coordinator
233 N. Michigan Ave.
Suite 2500
Chicago, IL 60601

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