Private Wealth Services - Tax Senior Associate

As the Private Wealth Services Tax Senior Associate, you’ll perform compliance services for complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients – all with the resources, environment, and support to help you excel. You’ll collaborate with the Private Wealth Services Tax team and make recommendations on return preparation and tax savings opportunities, focusing on accuracy, quality and client service   because together is how we succeed.  

From day one, you’ll be empowered by high quality tools and resources to thrive in your role to meet client needs, deliver high-value solutions, and help you achieve more, confidently.    

Your day-to-day may include: 

Provide tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes 

Support multiple client service teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; actively assist in proposal activities and manage to budget 

Supervise, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews 

Research and consult on various tax matters, primarily in the federal estate, gift, charitable planning, and generation-skipping tax arenas; utilize tax-related software to prepare and process returns and research tax matters 

Respond to inquiries from the IRS and other tax authorities 

Maintain active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships 

Other duties as assigned 

You have the following technical skills and qualifications: 

Bachelor's degree in Accounting – CPA or licensed member of the Bar or Enrolled Agent designation (with Masters Degree) preferred 

Minimum two to six years of progressive tax compliance and/or consulting experience in Family Wealth Planning or related area in in public accounting or a combination of industry and public accounting experience 

Excellent analytical, technical, and tax accounting/technology skills 

Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships 

Strong leadership, business development, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills 

Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment  

Can travel as needed 

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