Tax Senior Associate - Private Company
Core
Advise business owners and high net worth families on business and tax opportunities, including succession planning, wealth transfer, and tax compliance.
Role type
Senior individual contributor tax advisor (private company practice)
Builds
Client tax engagements for partnerships, corporations, and trusts
Domain
Professional services / Taxation
Deliverable
client delivery
Required skills
Entity taxation, individual taxation, gift and estate taxation, engagement management, client relationship management, team leadership
Preferred skills
CPA license, Master's in Taxation, private client taxation experience
Technologies
N/A
Responsibilities
Advise clients on succession and wealth transfer planning; manage and oversee engagement teams for partnership, corporate, and trust entities; anticipate client needs and collaborate with specialty tax areas; provide leadership and mentorship to staff and supervisors; drive growth opportunities with existing clients and prospects; develop strong relationships with clients and professional advisors.