Partnership/Private Wealth Services (PWS) Senior Associate
Core
Provide compliance services for complex tax returns and income, estate, and gift tax planning strategies for high net worth, closely held business, and family business clients.
Role type
Senior Associate, Private Wealth Services Tax
Builds
Tax planning, consulting, and compliance solutions for high net worth clients
Domain
Professional Services / Tax / Wealth Management
Required skills
Tax compliance, tax planning, estate/gift/charitable planning, tax software proficiency, client relationship management, project management, mentoring
Preferred skills
CPA or Enrolled Agent designation, Masters Degree, experience in Family Wealth Planning
Technologies
Tax-related software
Responsibilities
Provide tax planning and consulting for estate, wills, trusts, and individual income taxes; Support multiple client service teams on engagements; Supervise, develop, train, and mentor staff; Research and consult on federal estate, gift, charitable, and generation-skipping tax matters; Respond to inquiries from IRS and other tax authorities; Maintain active communication with clients to manage expectations and meet deadlines
Seniority
Senior, hands-on IC with leadership responsibilities
