Job Description
Senior Tax Associate
Summary:
A Senior Tax Associate works with team members to provide high net worth families, individuals, and their related entities with tax compliance and consulting, and wealth management services. The position is responsible for adding to the team's efforts in all client relations including planning, directing, and executing all tax projects effectively. This position will also develop tax planning techniques for prospective clients and make general recommendations for appropriate additional services.
Duties and Responsibilities:
Meets and corresponds with clients/potential clients and regularly with attorneys, CPAs, and other vendors collaboratively to service the client
Coordinates tax services for clients
Analyzes and resolves basic client issues using sound judgment based on experience
Provides leadership and coaching to tax associates, interns and other employees
Qualifications:
CPA certification required
Master's degree in Tax from an accredited university (preferred)
4 or more years current public accounting experience including individual and trust taxation preparation and review
Currently working at senior associate level or equivalent
Supervisory experience required
Extensive knowledge of federal, state, and local income tax laws
Meet Your Recruiter
Tim Bramley
