Tax Senior Associate - Personal Financial Services

About This Role

This role will support private companies and high-net-worth individuals to achieve personal wealth goals through expert tax compliance, planning, and advisory services. You will help improve clients' operational efficiency, manage their wealth, and ensure financial longevity for future generations.

Responsibilities

• Assist individuals and private wealth management structures with a range of advisory needs
• Enhance operational efficiency through audit and tax compliance
• Plan and strategize for personal wealth goals
• Analyze complex problems and mentor team members
• Maintain excellence in deliverables
• Build and nurture client relationships
• Develop a thorough understanding of business contexts
• Navigate complex situations to enhance personal brand
• Use feedback to develop self-awareness and address development areas
• Delegate to others to provide stretch opportunities, coaching them to deliver results

Requirements

• Bachelor's Degree in Accounting
• 2 years of experience
• Public Accountant (or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure) or Member of the Bar

Qualifications

• Bachelor's Degree in Accounting
• 2 years of experience

Nice to Have

• Consulting with affluent individuals on tax planning
• Proficiency in wealth transfer and business succession planning
• Knowledge of international tax planning and compliance
• Experience with trust or estate work
• Technical skills in tax compliance for affluent individuals
• Research, writing, and consulting on tax matters
• Managing engagements and preparing concise documents
• Creating a positive environment and providing timely feedback

Benefits

Certifications