Tax Senior Associate - Personal Financial Services

About This Role

This role will help private companies and affluent individuals with advisory needs, tax compliance, and planning to improve operational efficiency and achieve personal wealth goals. This involves analyzing tax efficiencies of various income and investment planning to establish financial longevity.

Responsibilities

• Assist individuals with advisory needs related to personal financial services
• Enhance operational efficiency through audit and tax compliance
• Develop, design, and implement plans to achieve clients' personal wealth goals
• Analyze complex problems and provide mentorship to team members
• Maintain high standards of deliverables and client service
• Build and nurture strong client relationships
• Develop a thorough understanding of business contexts to navigate complex situations
• Lead client engagements and develop personal brand within the firm

Requirements

• Bachelor's Degree in Accounting
• 2 years of experience
• Public Accountant (or commitment to pass CPA exam before Manager promotion) or Member of the Bar

Qualifications

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

Nice to Have

• CPA or Member of the Bar
• 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

Benefits

Certifications