Tax Senior Associate, Private Client Advisors

Job Responsibilities

• Prepare and review tax returns for high-net-worth individuals, focusing on personal income tax returns and closely held businesses.
• Conduct tax research into industry and government developments to identify wealth planning opportunities.
• Maintain up-to-date tax knowledge and identify key planning opportunities throughout the year.
• Develop tax strategies that align with client needs and goals.
• Aid in identifying and promoting new delivery capabilities and channels to meet evolving market requirements.
• Support the partner team in developing practice strategy, objectives, and budgets.
• Coach and mentor key talent to enhance their professional skills and growth.

Requirements

• Bachelor's Degree in Accounting, Tax, Finance, or a related discipline.
• Minimum of 2 years' experience in US tax consulting/compliance within public accounting.

Preferred Qualifications

• Master’s Degree in Taxation.

Qualifications

• Passionate about pursuing challenges aligned with personal interests and career aspirations.
• Willingness to integrate personal and professional life, fostering a balanced approach to work-life balance.
• Strong communication and coaching skills to mentor and support colleagues.

Benefits

• Medical, dental, and vision insurance.
• A generous Paid Time Off (PTO) plan and paid sick time.
• Flexible work arrangements.
• 401(k) with profit-sharing.
• Wellness program.
• Generous parental leave.
• Eleven paid holidays.