Associate - Family Office

As a Tax Associate

• Individual tax planning and compliance
• Entity tax planning and compliance
• Trust / Estate / Gift tax planning and compliance
• form 1040, 709, 1065

You will continue to develop your technical expertise, build long-lasting client relationships and gain experience by working on a high-performing collaborative team dedicated to solving complex business and family issues while providing excellent client service. As part of our commitment to elevate our talent experience, preparation of our clients tax filings utilize cutting edge technology that help expedite and elevate your role to issue spotting and advisory.As a Tax Senior Associate, your responsibilities are focused around the following:

• Plan and execute tax engagements as part of a collaborative team, including tax compliance and strategic tax consulting
• Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service
• Review clients current tax processes to identify inefficiencies and provide enhancements to improve the client experience and reduce tax exposure

Basic Qualifications:

• Bachelors degree in accounting or business-related field
• 1-2 years of experience within Family Office, HNWI,
• Strong communication skills (written and verbal) with the ability to work as part of a collaborative team
• Excellent client relations and interpersonal skills and able to workclosely with clients to answer questions or to collect necessary information for client service engagements
• Outstanding organizational skills with the ability to handle multiple priorities and take ownership of assigned tasks
• Ability to complete tax planning and research tasks
• Solid technical skills in accounting, tax compliance and research, tax compliance review experience is a plus