Tax Family Office- Senior Associate
Core
Prepare and review personal, business, and fiduciary income tax returns for high net worth individuals, including multi-state filings and tax projections.
Role type
Senior Associate, Tax Family Office
Builds
Tax returns, tax projections, financial statements, and business management reports for multiple clients
Domain
Wealth Management / High Net Worth Tax
Required skills
Income tax planning, financial planning, financial administration, multi-state tax filing, tax research, forensic accounting, financial statement preparation, payroll tax review, client relationship management, billing and profitability management
Preferred skills
CPA license, CFP designation, Masters in Tax
Technologies
CCH Axcess Tax, QuickBooks (Desktop and Online)
Responsibilities
Prepare and review individual and business income tax returns; Respond to tax notices and assist with audits; Conduct tax research and special projects; Provide financial concierge services including bookkeeping supervision and financial statement preparation; Manage client relationships and business aspects including billing and collections
Seniority
Senior, hands-on IC
