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Years of Experience
Date Last Verified
Tax Services Senior - Private Client Services The candidate will research tax issues to develop effective tax planning strategies. Will translate complex data from a range of sources into client-ready insights and deliverables. Build effective long-term relationships with clients, understanding their unique needs to provide a tailored service. Communicate complex tax issues to non-tax professionals and clients. Maintain reputation in field by constantly updating and sharing technical and finest practice knowledge. Manage, coach and develop a team of tax professionals, review work and help to confirm they have the knowledge, tools and opportunities they need to excel. Identify and react to risks and opportunities to improve services and processes.
Qualification and Experience
The candidate should have a 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 required. Must have 3+ years of work experience in professional services or professional tax organization. Should have a thorough understanding of automated tax processing systems and laws within area of technical professionalism. Experience with federal and state personal and trust income tax is preferred. A proven record in high net-worth tax planning is desired. A thorough understanding of estate and wealth planning is an asset.
Ref. #: NEW00ICU
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