Job Details

Private Client Services Tax Senior Associate

Company name


Organization Type


Job Type


Date Last Verified

Oct 16,2018

Posted on

Aug 07,2018

Years of Experience

Min 4 yrs required


Grand Rapids, MI
Practice Area
Trusts and Estates >> Trusts and Estates
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Private Client Services Tax Senior Associate The candidate will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge and choosing accountability. 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. Bachelor’s degree in Accounting or other relevant field is required. Masters in Taxation JD degree or LL.M. is preferred. Should have 4+ years of public accounting and private client services experience. Public accounting experience working in the private client area is preferred. Working towards CPA, CFP, Masters in Tax, or JD is preferred. Experience with Gosystems , GoFIleRoom and BNA Tax Planner is preferred. Experience with the Microsoft office suite is required. Excellent oral and written communication skill is needed. Strong analytical, research and critical thinking skill is essential. Basic knowledge of fundamental accounting, finance and tax principles are needed. General accounting knowledge and basic to intermediate tax knowledge are needed. General understanding of financial planning concept are needed.

Additional info

Auto req ID: 12974BR

Company info

Hiring Coordinator
99 Monroe Avenue NW
Suite 800
Grand Rapids, MI 49503-2654

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