Senior Associate - Private Business
Core
Providing personalized tax planning, compliance, and business advisory services to high-net-worth individuals and privately-owned businesses.
Role type
Senior Associate, Private Business Tax & Advisory
Builds
Accounting, tax compliance, and business advisory solutions for private clients
Domain
Professional Services / Tax & Business Advisory
Deliverable
client delivery
Required skills
Accounting, tax compliance, business advisory, financial reporting, budgeting, forecasting, financial modelling, business planning, AI and emerging technologies
Preferred skills
Commercial acumen, leveraging AI and data-driven insights, client relationship building, coaching, leadership
Technologies
AI tools, data-driven insights
Responsibilities
Partnering with business owners and leadership teams to understand goals and challenges; delivering accounting, tax compliance, and business advisory solutions; supporting financial reporting, budgeting, forecasting, and business planning; translating complex technical information into practical advice; building trusted client relationships; leveraging AI to enhance insights and streamline processes; leading high-quality client engagements.
Seniority
Senior Associate, hands-on individual contributor