Senior Associate 1, Private Client Services -Ultra-High Net Worth

Our Ultra-High Net Worth team focuses on post liquidity multigenerational families and C-Suite executives who have or require complex estate and income tax planning.

Our team of professionals take a holistic approach through consulting and compliance with income tax, philanthropic, retirement, gift, estate and trust needs.

As a tax manager, you will be responsible for the following, which are focused around your technical expertise and ability to work as a collaborative team member to deliver excellent client service:

• Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax compliance.
• Manage and oversee the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation. This includes the planning and execution of client tax engagements.
• Collaborate with RSM specialists regarding state and local taxation and international taxation.
• Provide leadership, training and career mentorship to staff and supervisor level team members.
• Drive and collaborate with senior leadership on growth opportunities with existing clients and prospects.
• Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service.

Basic Qualifications:

• 2-4 years of experience in 1040, High Net Worth Individuals.
• CPA license in one's principal place of business/home state, licensed J.D. or enrolled agent.
• Minimum of 2-4 years of experience working in public accounting with an emphasis on taxation Most recent years should include experience in managing client engagements.
• Proficient in individual, fiduciary, and investment partnership taxation, with an understanding of complex investments and the related tax implications and/or estate, gift and generation skipping transfer taxation.
• Familiar with multi-state taxation.
• Strong communication skills (written and verbal) with the ability to work in a team and handle multiple tasks simultaneously.

Preferred Qualifications

• EA/CPA is preferred.