Senior Associate - Partnership Taxation

Must-Haves

• Bachelor's degree in Accounting
• CPA readiness - must meet the 150-hour requirement to sit for the CPA exam
• At least 2 years of progressive tax compliance or consulting experience in public accounting (or a public/industry mix)
• Strong skills in US GAAP, partnership, S-corp, individual, and trust returns

The Must-Haves

• Education: Bachelor's degree in Accounting
• CPA readiness: Must meet the 150-hour requirement to sit for the CPA exam
• Experience: At least 2 years of progressive tax compliance or consulting experience in public accounting (or a public/industry mix)
• Technical Proficiency: Strong skills in US GAAP, partnership, S-corp, individual, and trust returns

Nice-to-Haves

• Certification: CPA license is preferred
• Niche Expertise: Experience working with high-net-worth individuals (HNWI), owners of closely held businesses, private companies, and family offices
• Strategy: A proven track record of implementing successful tax strategies

Professional Skills

• Analytical Mindset: Ability to identify complex issues and collaborate with specialists to find solutions
• Communication: Exceptional interpersonal and presentation skills to build lasting client relationships

Leadership

• Strong coaching, recruiting, and business development skills

Adaptability

• Proven ability to manage multiple competing priorities in a fast-paced, results-oriented team

Mobility

• Ability to travel as needed to meet client and project requirements