Associate 2, 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:

Responsibilities:

• Working with high-net-worth families, closely held businesses, estates, trusts and private foundations.
• Basic return preparation of Form 1040, Trust returns Form 1041, Multi-State Returns, Partnership Form 1065, and S-Corporation Form 1120S.
• Reconciling amounts in documentation provided by clients and identifying inconsistencies.
• Developing a general understating of reporting requirements of different entity structures and the compliance process
• Leveraging tax knowledge and understanding of the tax preparation process to bring work to completion for review
• Staying current on tax legislation relevant to Private Client Service clients
• Work closely with USI and U.S. teams to answer questions or to collect necessary information for tax service requirements
• Ensure all checklists and controls are completed
• Remain up to date on current tax practices and changes in tax law
• Identify and report all risk and compliance issues, breaches, and suspicious activities
• Perform other duties as required

Basic Qualifications:

• 1-2 years of experience in business taxation working for a Big 4 or a large national, regional or U.S.-based public accounting firm
• Bachelor's degree and master's degree in accounting (B. Com/BBA, MBA/M. Com)
• Experience preparing workpapers and U.S. tax returns
• English proficiency - oral and written communication skills
• Strong computer skills, including proficiency in Microsoft Excel
• Experience with Go-systems or CCH tax software

Preferred Qualifications

• EA/CPA is preferred.