Senior Associate - Family Office

As part of the team, you will have the following to support you in your professional journey:

• Exposure to strategic tax planning, business advisory and compliance work

• A customized well-defined career path to match your professional goals

• Access to specialized trainings and programs, cutting edge technology, annual goal setting, career advisors and coaches with real time feedback for developmental growth

As a Tax Senior Associate, you will be responsible for the following, focused on your technical expertise and ability to work on a collaborative team to deliver excellent client service. You will have an opportunity to work across various client types (family office, business owners, ultra-high net worth individuals and families) to gain experience in the following areas:

• Individual tax planning and compliance

• Entity tax planning and compliance

• Trust / Estate / Gift tax planning and compliance

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 utilizecutting edge technology that helpexpedite 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

• Review of work to ensure high quality results

• Delegate work to team members while providing coaching to develop others

• 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

• 2-4 years of experience within Family Office, HNWI, or passthrough entities

• 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.