Tax Senior Associate 1

• Exposure to strategic tax planning, business advisory and compliance work
• A customized well-defined career path to match your professional goals
• Access to specialized trainings and programs, cutting edge technology, annual goal setting, guide and coaches with real time feedback for developmental growth

As a Private Client tax experienced professional, you will have an opportunity to work across various client types (family office, business owners, ultra-high net worth individuals and families) to gain experience in the following areas:

• Individual tax planning and compliance
• Entity tax planning and compliance
• Trust Estate Gift tax planning and compliance

You will continue to develop your technical expertise, build long-lasting client relationships and gain experience by working on a high-performing collaborative team dedicated to solving complex business and family issues while providing excellent client service. As part of our commitment to elevate our talent experience, preparation of our client's tax filings utilize cutting edge technology that help expedite and elevate your role to issue spotting and advisory. As a tax experienced professional, your responsibilities are focused around the following:

• Plan and execute tax engagements as part of a collaborative team, including tax compliance and strategic tax consulting
• Review of work to ensure high quality results
• Delegate work to team members while providing coaching to develop others
• Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service
• Review client's current tax processes to identify inefficiencies and provide enhancements to improve the client experience and reduce tax exposure

Basic Qualifications:

• Bachelor's degree in accounting or business-related field
• Required coursework to sit for CPA exam, licensed JD or enrolled agent
• Strong communication skills (written and verbal) with the ability to work as part of a collaborative team
• Excellent client relations and interpersonal skills and able to work closely with clients to answer questions or to collect necessary information for client service engagements
• Outstanding organizational skills with the ability to handle multiple priorities and take ownership of assigned tasks
• Ability to complete tax planning and research tasks
• Solid technical skills in accounting, tax compliance and research, tax compliance review experience is a plus

Preferred Qualifications

• J.D., LL.M. in Taxation and/or Master's in Taxation
• CPA license, JD or enrolled agent