Responsibilities
The Tax Partner will be responsible for :
- Assistance with development of long term and short term objectives
- Reviewing existing multi-generational wealth transfer strategies
- Financial modeling of alternative strategies
- Action planning to implement changes
- Performing other duties, as needed
Qualifications :
- 10+ years of recent or current CPA Firm or Family Office experience
- Bachelor's Degree in Accounting
- Experience servicing Ultra High Net Worth clients with Trust and Estate planning and compliance services
- Extensive knowledge of multiple Tax functions
- Microsoft Excel proficient
- Solid analytical, mathematical, and research skills
- Great interpersonal skills
- Excellent communication skills (written and verbal)
- Strong attention to detail
- Highly organized
Desired Skills :
- Experience with Business Development
Tax Senior, Private Client Services
A Tax Senior, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high ne...
Tax Manager, Private Client Services - New York
Interact closely with clients year round to provide innovative tax planning, consulting, and compliance services in a timely manner. Review individuals, trusts, gift taxes, and flow through entities. Ensure complete client satisfaction through open communication, managing expectations, meeting deadl...
Senior Tax Manager (Trusts & Estates)
Perform extensive tax compliance, research, consulting, and planning for individual, fiduciary, not-for-profit (private foundation), gift, and estate tax. Significant experience in working with estate tax, gift tax, and fiduciary income tax returns;. Be a leader within the Private Client Service / E...
Tax Manager - Financial Services [private Equity Or Hedge Fund]
As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do!. We currently have an exciting career opportunity for a Tax Manager to join our Financial Services Tax...
Tax Manager, Private Client Services - New York
Interact closely with clients year round to provide innovative tax planning, consulting, and compliance services in a timely manner. Review individuals, trusts, gift taxes, and flow through entities. Ensure complete client satisfaction through open communication, managing expectations, meeting deadl...
Tax Senior - HNW/Estates, Trusts, Family Office
The Senior Tax Associate will be responsible for preparing individual, estate and trust tax returns, including learning fiduciary accountings, private foundations and other ways to assist clients in retaining their wealth. Solid Tax background (Fiduciary, Individual, Partnership, Trust / Estate). Ba...
Junior Associate Attorney - Private Client Services, New York Office
Experience in trusts and estates, transfer tax, and associated income tax areas of the law is required. Joining the Private Client Services sector of this firm means becoming part of a team that values innovation, client service, and professional growth. Junior Associate Attorney - Private Client Se...
Tax Partner - Financial Services
Oversee all aspects of client engagements to ensure tax compliance and help clients navigate the tax implications of their business objections, provide alternative strategies to lessen their tax burden and capitalize on tax credit opportunities that protect and promote client’s growth and profitabil...
Trust & Estates,& Tax Associate/Attorney
Provide high-quality legal advice and services to clients on matters related to tax planning, trusts, estates, wills, and probate. They are seeking a highly skilled and experienced Tax, Trusts & Estates Associate/Attorney to join their team at their New York office. The ideal candidate will have at ...
Tax, Trusts & Estates Associate
Prepare and file individual income tax returns, gift tax returns, and estate tax returns on behalf of clients. Seeking a Tax, Trusts & Estates Associate with 3+ years’ experience to join our New York offices. As a Tax, Trust & Estate Associate, you will specialize in providing legal support and advi...