Tax Senior Associate - Personal Financial Services

About This Role

This role will support affluent individuals and private wealth management structures with a range of advisory needs, focusing on analyzing tax efficiencies for income, investment, insurance, and other lifestyle planning. It involves developing, designing, and implementing plans to achieve personal wealth goals and ensure maintenance for future generations.

Responsibilities

• Help private companies with audit, tax compliance, and planning to improve operational efficiency
• Experience the entire business life cycle of private companies from inception to growth, maturity, and transition
• Develop, design, and implement plans to achieve personal wealth goals
• Analyze tax efficiencies of income tax, investment, insurance, and risk planning
• Assist individuals with 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

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