Tax Senior Associate - NorCal Private Wealth
Core
Deliver industry-focused tax advisory and compliance services to high net worth individuals and flow-through entities.
Role type
Senior IC tax associate (private wealth)
Builds
Tax compliance and advisory services for HNW individuals, S-corps, partnerships, and middle-market corporations
Domain
Accounting / Tax / Private Wealth
Required skills
Tax compliance, Tax research, IRS response drafting, State and local tax, International tax, R&D credits and incentives, Client advisory, Time management, Microsoft Suite
Preferred skills
CPA, Law License, EA, Public accounting firm experience, Private Wealth industry experience, Leadership, Project management
Technologies
Microsoft Suite
Responsibilities
Provide tax compliance and advisory services to individuals and flow-through clients, Participate in tax research projects and draft IRS responses, Team with leaders on special tax projects, Develop recommendations for client strategy, Communicate with specialty tax practices on complex matters, Support team member growth and development
Seniority
Senior, hands-on IC