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 and planning practice strategy, objectives, and budgets.
• Build on strong coaching skills to mentor key talent.

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, CPA or equivalent credential.
• Experience with a wide variety of entity types.

Qualifications

• Passionate about pursuing challenges aligned with personal interests and industry values.
• Willingness to integrate all aspects of life with career aspirations.
• Ability to contribute to and benefit from a supportive and diverse professional network.
• Strong communication and problem-solving skills.
• Ability to adapt to new delivery capabilities and market requirements.

Skills

• Tax consulting and compliance expertise.
• Research and analysis skills.
• Strategic thinking and planning.
• Effective communication and mentoring abilities.

Benefits

• Medical, dental, and vision insurance.
• Generous paid time off and sick leave.
• Flexible work arrangements.
• 401(k) with profit sharing.
• Wellness program.
• Generous parental leave.
• 11 paid holidays.