Senior Associate - Private Business
Core
Provide 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 / Private Business
Deliverable
client delivery
Required skills
Accounting, tax, legal, or business advisory experience; Commercial acumen; Technical capability; Analytical approach; Attention to detail
Preferred skills
AI and technology leverage; Leadership or coaching experience; Client engagement experience
Technologies
AI tools, data-driven insights
Responsibilities
Partner with business owners to understand goals and challenges; Deliver accounting, tax, and advisory solutions; Support financial reporting, budgeting, and forecasting; Translate technical info into practical advice; Build trusted client relationships; Lead high-quality client engagements
Seniority
Senior Associate, hands-on IC