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Associate Director
2 months ago
We are seeking a highly skilled and experienced Senior Associate to join our team in a key role within our Wealth Management and Tax Services division. As a Senior Associate, you will be responsible for providing exceptional client service, managing client relationships, and delivering high-quality financial planning and administration services.
Key Responsibilities- Client Service and Relationship Management: Develop and maintain strong relationships with high-net-worth clients, providing personalized service and ensuring their financial needs are met.
- Financial Planning and Administration: Prepare and review financial statements, budgets, and tax returns for clients, as well as provide guidance on financial planning and tax strategies.
- Tax Planning and Compliance: Assist clients with tax planning and compliance, including preparation and review of tax returns, and respond to tax notices and audits.
- Business Management and Administration: Provide business management and financial administration services to clients, including supervision and review of bookkeeping services, payroll, and bank reconciliations.
- Team Collaboration: Work closely with other members of the client's wealth management team to ensure seamless delivery of services and exceptional client outcomes.
- Experience: 5-7 years of high-net-worth tax experience, with a focus on financial planning and administration.
- Education: Bachelor's degree in Accounting, with a Master's in Tax a plus.
- Professional Certifications: CPA license preferred.
- Technical Skills: Proficiency in CCH Axcess Tax and QuickBooks.
- Soft Skills: Excellent communication and interpersonal skills, with the ability to manage professionals, workflow, and meet deadlines.
We are a leading national registered wealth management and institutional consulting firm, serving high-net-worth individuals and their families, businesses, and nonprofit organizations. Our team of experts provides objective financial advice and oversight, with a focus on delivering exceptional client service and outcomes.