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Tax Senior Associate
2 months ago
A leading professional services firm in New York City is seeking an experienced Tax Associate to join their growing team. In this role, the Senior Tax Associate will be responsible for delivering high-quality tax compliance, planning, and research services to the firm's High Net Worth clients.
Key Responsibilities:- Prepare individual, estate, and trust tax returns, including fiduciary accountings, private foundations, and other complex tax matters.
- Develop and implement tax strategies to assist clients in retaining their wealth.
- Collaborate with clients to understand their tax needs and provide tailored solutions.
- Stay up-to-date with tax laws and regulations to ensure compliance and minimize tax liabilities.
- 2+ years of experience working in a Middle Market and/or CPA firm.
- Bachelor's Degree in Accounting, Taxation, or a related field.
- Solid tax background, including fiduciary, individual, partnership, trust, and estate tax.
- Experience working with High Net Worth clients.
- Working knowledge of Prosystem and Microsoft Excel.
- Solid analytical, mathematical, and research skills.
- Great interpersonal and communication skills.
- Strong attention to detail and organizational skills.
- Juris Doctorate and/or Master's Degree in Taxation.
- CPA or parts passed.
