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HNW Tax Professionals - Boutique Wealth Management Firm
HNW Tax Professionals - Boutique Wealth Management FirmECG Resources • West Palm Beach, FL, US
HNW Tax Professionals - Boutique Wealth Management Firm

HNW Tax Professionals - Boutique Wealth Management Firm

ECG Resources • West Palm Beach, FL, US
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Job Description

Job Description

Due to exponential growth, boutique Wealth Management Firm in Palm Beach County seeks tax professionals at various levels to service their HNW clients. Firm pays 20% more than market.

1) Tax Associate >

3+ yrs' exp

  • Support preparation of HNW tax returns, as well as tax compliance and planning projects
  • Opportunity to be trained in many areas of wealth management

2) Senior Tax Associate >

6+ yrs' exp

  • Review and prepare complex HNW tax returns, and participate in tax planning process
  • Requires CPA or JD
  • 3) Tax Manager >

    7+ yrs' exp

  • Manage the preparation and review of HNW tax returns, and communicate with clients and internal advisors
  • Experience must include minimum 3 yrs' private client service; CPA or JD required, in addition to strong leadership skills
  • ~ Relocation Assistance Available ~

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