Job Title: Tax - Senior Associate - Private Client
Job Responsibilities:
- Provide tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations.
- Develop, build, and manage client relationships as part of the proposal process.
- Participate in networking activities to expand business opportunities and client relationships.
- Maintain functional expertise and understanding of a client's business or family structure to address client concerns and challenges.
- Assist with managing, developing, and coaching professional tax staff.
- Review and manage projects prepared by tax associates and seniors.
- Delegate responsibilities effectively, monitor efforts of engagement teams.
- Use technology tools proficiently in regular assignments and demonstrate a commitment to improving work processes through technology.
- Conduct research on complex tax issues, apply findings to projects, and communicate findings clearly in writing.
Education and Experience Information:
- 3-5 years or more of related experience in public accounting, law firm, or trust department.
- .
- CPA license or . degree and bar admission.
- Experience managing multiple client engagements.
Salary Information:
The text does not provide specific salary information for the position.
Additional Information:
The Private Client Tax Senior Associate at Company serves as a trusted advisor and member of various client service teams, requiring significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, wealth retention strategies, as well as charitable entities managed by ultra-high net worth clients. The role also involves client development, team management, and staying current as a subject matter expert.
Company has a legacy of over 100 years, with a commitment to providing a unique client experience. The firm emphasizes the importance of listening to clients to deliver consistent audit and assurance, tax, advisory, and consulting services worldwide. Company values diverse perspectives and aims to deliver tailored solutions through a deep understanding of clients’ industries.
