Senior Tax Associate - UHNW (Northeast)
Core
Prepare and deliver income tax returns, projections, and analysis for ultra-high-net-worth individuals, trusts, and businesses.
Role type
Senior Tax Associate (UHNW)
Builds
Tax compliance services and financial planning support for wealthy families
Domain
Wealth Management / Tax Services
Required skills
Individual and entity tax preparation, tax research, tax law updates, client communication, multi-tasking, time management
Preferred skills
CPA or EA certification, Master's in Tax, UltraTax and Sureprep experience
Technologies
UltraTax, Sureprep
Responsibilities
Prepare tax returns for UHNW clients, create quarterly estimates and projections, communicate tax matters to clients, perform tax research, respond to tax notices, coordinate with support staff
Seniority
Senior, hands-on IC
