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, Team collaboration
Preferred skills
CPA, Law License, EA, Public accounting experience, Private Wealth industry experience, Time management, Project management, Microsoft Suite
Responsibilities
Provide tax compliance and advisory services to HNW and Ultra-HNW individuals, s-corporations, partnerships, and corporations; Participate in tax research projects and help draft IRS responses; Team with leaders on special projects; Develop recommendations for clients; Communicate with specialty tax practices on complicated matters; Support team member growth through mentoring
Seniority
Senior, hands-on IC
