Tax Senior | Private Client Services

Essential Functions and Primary Duties

• Tax Compliance
• Assist in the preparation and review of complex individual and family tax returns for high-net-worth clients.
• Ensure accuracy and compliance with relevant tax laws and regulations.
• Collaborate with clients and internal teams to gather necessary information for tax filings.
• Tax Planning Support
• Contribute to the development and implementation of tax planning strategies for high-net-worth individuals and families.
• Assist in researching and analyzing tax issues to provide recommendations for clients.
• Stay updated on changes in tax laws and communicate their impact to the team and clients.
• Client Interaction
• Build and maintain positive relationships with high-net-worth clients.
• Respond to client inquiries as well as to notices from various tax authorities and provide support on related matters.
• Assist in client meetings and presentations as needed.
• Research and Analysis
• Conduct tax research to stay informed about new regulations and industry developments.
• Analyze financial data and documents to identify tax planning opportunities and potential issues.
• Present findings to senior team members and clients.
• Collaboration and Teamwork
• Work closely with other tax professionals and departments to ensure seamless service delivery.
• Provide support to tax managers and directors as needed.
• Foster a collaborative and positive team environment.

Preferred Qualifications

• 3+ years of experience in tax compliance and planning, preferably with exposure to high-net-worth clients.
• Previous experience in public accounting or a similar tax-related role is beneficial.
• Knowledge of tax laws and regulations.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Detail-oriented with a focus on accuracy and quality.

Minimum Qualifications

• Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field preferred
• 2 years of experience in public accounting or related field
• CPA candidates preferred
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on client and business needs