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Years of Experience
Date Last Verified
Tax Senior - Private Wealth - Investment Management The candidate as a Tax Senior in Private Wealth Tax practice, will perform detail-level review of individual, fiduciary, partnership, closely-held corporation, estate, and gift work papers and tax returns, as well as prepare materials and research for consulting projects related to tax planning opportunities. Will coordinate and communicate with clients to gather information to complete tax returns and other related tax research projects. Additionally, will train, mentor, and supervise new and experienced staff and attend required sector specific training to continue to develop technical and management skills.
Qualification and Experience
The candidate should have CPA, JD, JD/LLM or Enrolled Agent or other appropriate certification (or in the process of pursuing). Must have Bachelor's degree in accounting, finance, or other business-related field. Should have 3+ yearsâ€™ experience providing tax planning services or preparing and reviewing client work papers and tax returns. Must have strong communication, interpersonal, and organizational skills. Should have strong analytical and communication skills; and able to articulate conclusions, planning opportunities, and risks identified through research projects.
Requisition code: E18DENTSCRDK014-PCS
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