Job Title: Asset & Wealth Management - Tax Senior Associate
Job Responsibilities:
- Lead digitization and automation efforts within the department to enhance efficiency and streamline processes.
- Solve intricate tax challenges by applying critical thinking and technical expertise.
- Mentor and guide junior team members, fostering their growth and development.
- Foster and sustain meaningful client relationships by understanding their needs and providing exceptional service.
- Gain a thorough understanding of business contexts and how they are evolving to better serve clients.
- Navigate complex tax scenarios effectively, ensuring compliance and optimizing tax positions.
- Grow personal brand and technical skills by continuously seeking learning opportunities and embracing challenges.
- Uphold exceptional professional and technical standards, adhering to the company's code of conduct and independence requirements.
Education and Experience Information:
- A Bachelor’s Degree in Accounting is required for this position.
- Candidates must have at least 2 years of experience in the relevant field.
- Job seekers need to demonstrate that they meet the minimum requirements for CPA licensure as per respective state regulations.
- CPA licensure or commitment to pass the CPA exam before promotion to Manager is expected. Alternatively, candidates can be a Member of the Bar.
What Sets You Apart:
- Innovation through new and existing technologies, particularly in digitization solutions.
- Experience working with large, complex data sets and building models.
- Proficiency in leveraging data visualization tools to generate insights.
- Exposure to pricing and client worth, including reviewing contracts and finding new pricing options.
- Demonstrated commitment to obtaining CPA licensure, if not already certified.
Salary Information:
The salary range for this position is $83,000 - $208,000. In addition to the base salary, individuals may be eligible for an annual discretionary bonus. For roles based in Maryland, this is the listed salary range, and actual compensation within the range will depend on the individual's skills, experience, qualifications, location, and applicable employment laws. The company offers a comprehensive benefits package, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more.
Additional Information:
The position involves up to 20% travel requirements, and the application process will remain open until the position is filled or the posting is removed. The company is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to various protected statuses. The company also complies with Fair Chance Ordinances, considering arrest or conviction records for employment in accordance with applicable laws.
For more details on the company's working policies and benefits, applicants are encouraged to visit the provided links in the job posting.
