Job Description
Responsibilities :
- High-net-worth tax compliance
- Review partnership, trust, and corporate multistate tax returns
- Lead the tax and family office services for assigned families
- Train the family office team
- Participate in business development and on board new clients
- Involvement with estate & financial planning, philanthropy, and entity selection / structuring
MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law.
MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.
The Successful Applicant
Qualifications :
- 8+ years of experience within the space (HNW tax compliance)
- Bachelor's Degree in Accounting required, Master's of Taxation a plus
- CPA required, CFP a plus
- Strong and effective communicator
What's on Offer
- Competitive Base Salary / Bonus
- Health / Vision / Dental insurance
- Generous PTO and paid holidays
- Excellent Benefits
- 401k
- REMOTE! - ideally located on the East Coast
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