7+ years of experience in public accounting or tax consulting, focusing on private client services.
5+ years of direct experience in private client tax services.
Bachelor's degree in accounting.
Active CPA license; CFP certification is advantageous.
Strong technical and analytical skills specific to private client tax services.
Ability to manage deadlines in a fast-paced environment.
Professional knowledge of Microsoft Office and tax preparation software.
Responsibilities
Serve as a key liaison throughout all phases of Private Client Services tax engagements.
Manage tax engagements for high-net-worth individuals, families, trusts, and estates.
Prepare and review various tax returns including individual, fiduciary, and multi-state.
Research and apply tax guidance related to individual and fiduciary taxation.
Identify tax planning opportunities for clients, focusing on wealth transfer and estate planning.
Monitor tax law changes and assess their impact on clients and planning strategies.
Coach and mentor junior staff while contributing to their professional development.
Benefits
Comprehensive medical, dental, and vision coverage.
401K, HSA, and FSA options.
Eligibility for annual performance bonus.
Disability and life assurance benefits.
Generous Paid Time Off and Paid Care Leave.
Programs to support employee well-being and family needs.
Full Job Description
What You'll Do
Serve as a key liaison between managers, senior managers, partners, clients, staff, and outside advisors throughout all phases of Private Client Services tax engagements.
Manage tax engagements for high-net-worth individuals, families, trusts, estates, and related entities.
Prepare and review individual, fiduciary, trust, estate, gift, and multi-state tax returns.
Research and apply technical tax guidance related to individual taxation, fiduciary taxation, trusts, estates, and compliance matters.
Serve as a main point of contact for multiple clients and manage tax-related communication with attorneys, brokers, trustees, and other third parties.
Identify planning opportunities and support clients with tax strategies related to wealth transfer, estate planning, trust administration, and family financial matters.
Review client information, assess tax implications, and coordinate with internal team members to deliver timely, accurate, and thoughtful client service.
Monitor tax law changes and evaluate how new guidance may impact private clients, trusts, estates, and related planning strategies.
Support client meetings and advisory conversations by preparing analysis, recommendations, and follow-up related to complex tax matters.
Contribute to staff development by coaching, mentoring, and sharing technical knowledge through one-on-one teachable moments and regular feedback.
Participate in business development by building relationships with key service providers, identifying opportunities with existing clients, and following through with new client leads.
What We Offer
A large variety of client industries, allowing for diverse day-to-day tax projects
Opportunities to build close, trusted relationships with clients
An open environment that encourages new ideas and innovative methodologies
Ongoing professional development and continuing education programs
Access to multiple niche service and industry teams aligned with your interests
A supportive, collaborative team environment
A flexible work environment designed to support your professional and personal goals
Opportunities for community involvement and impact
What You Bring
Strong technical and analytical skills in private client tax services.
Ability to manage deadlines and meet time constraints in a fast-paced environment
A relationship-focused mindset with a passion for helping clients achieve their goals
Desire to coach and develop tax associates through knowledge sharing
Professional, inclusive demeanor that contributes to a positive team culture
Willingness to support business development efforts
7+ years of experience in public accounting, tax consulting, or similar, with a focus on private client tax services.
5+ years of direct private client tax services experience
Bachelor's degree in accounting
Active CPA license; CFP is a plus
Working knowledge of Microsoft Office and tax preparation software
Pay
The anticipated hiring range for this position is $132,200-$171,800 and is dependent on relevant experience, qualifications, and skills.
Benefits
Comprehensive medical, dental, and vision coverage
401K, HSA, and FSA
Eligibility for an annual performance bonus
Disability and life assurance
Generous Paid Time Off and Paid Care Leave
Additional Programs and resources to support you and your family
