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In-House
Attorney
Tax - General
Min 5 yrs required
Tax Services Manager - Financial Services - Private Client Services - Manager The candidate will review complex individual tax returns to income tax planning and advise high net worth individuals and families. Will work with specialists in other areas including international tax, state and local tax and asset management to deliver comprehensive solutions to clients. Perform high quality review of complex tax returns. Research tax issues to develop effective tax planning strategies and translate complex data from a range of sources into client-ready insights and deliverables.
Qualification and Experience
The candidate should have a Bachelor's degree in accounting, supported by significant tax or financial planning experience. CPA license or a licensed attorney is required or the ability to achieve either within a one year from hire date. Must have 5+ years of work experience in professional services or professional tax organization. A thorough understanding of estate and wealth planning is required. Experience with federal and state personal and trust income tax needed. Knowledge/experience in handling hedge fund and Private equity K-1s. Should preferably have a proven record in high net-worth tax planning.
Ref. #: NEW00IAW
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