Tax Senior - Private Wealth

About the role

We are seeking a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation. You will deliver compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns. You will also provide solutions to complex tax issues.

Responsibilities

• Perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns.
• Prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.

Requirements

• Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week.
• Bachelor's degree in accounting, finance, or other business-related field.
• 3+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns.
• Experience reviewing trust documents.
• Excellent technology (i.e., Microsoft Excel and compliance software).
• Experience traveling up to 25% based on the work you do and the clients and industries/sectors you serve.
• Limited immigration sponsorship may be available.
• One of the following active accreditations obtained, in process, or willing and able to obtain: Licensed CPA in state of practice/primary office if eligible to sit for the CPA; Licensed attorney; Enrolled Agent; Certifications: Chartered Financial Advisor (CFA); Certified Financial Planner (CFP); Advanced degree such as MST, JD, or LLM; Prior Big 4 experience.
• Strong verbal and written communication skills; strong listening, interpersonal, and facilitation skills; Experience articulating conclusions, planning opportunities, and risks identified through research projects.

Qualifications

• Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week.
• Bachelor's degree in accounting, finance, or other business-related field.
• 3+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns.
• Experience reviewing trust documents.
• Excellent technology (i.e., Microsoft Excel and compliance software).
• Experience traveling up to 25% based on the work you do and the clients and industries/sectors you serve.
• Limited immigration sponsorship may be available.
• One of the following active accreditations obtained, in process, or willing and able to obtain: Licensed CPA in state of practice/primary office if eligible to sit for the CPA; Licensed attorney; Enrolled Agent; Certifications: Chartered Financial Advisor (CFA); Certified Financial Planner (CFP); Advanced degree such as MST, JD, or LLM; Prior Big 4 experience.
• Strong verbal and written communication skills; strong listening, interpersonal, and facilitation skills; Experience articulating conclusions, planning opportunities, and risks identified through research projects.