Tax Partner, Private Client Services

About the role

The successful candidate will provide tax advisory services to high-net-worth individuals and families, focusing on strategic tax planning and compliance.

Responsibilities

• Develop and implement comprehensive tax strategies for clients
• Prepare and review tax returns for individuals and families
• Provide tax planning advice related to estate, gift, and wealth transfer taxes
• Stay current with changes in tax laws and regulations
• Collaborate with other professionals in the firm to ensure seamless service delivery

Requirements

• Master's degree in Accounting, Finance, or a related field
• 5+ years of relevant experience in private client services
• CPA certification preferred
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills

Qualifications

• Experience working with high-net-worth individuals and families
• Knowledge of US federal and state tax laws
• Ability to manage multiple projects simultaneously
• Proficiency in Microsoft Office Suite

Skills

• Advanced proficiency in tax software
• Strong organizational and time management skills
• Ability to work independently and as part of a team

Benefits

• Competitive compensation package including base salary and bonus opportunities
• Flexible work schedule with options for remote work
• Professional development opportunities
• Health insurance benefits
• Retirement plan contributions

Pay

Commensurate with experience

Schedule

Hybrid

Note: The exact pay and benefits may vary based on experience and qualifications.