Associate/ Senior Associate Private Client Services

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Associate/ Senior Associate, Private Client Services
Duties: Providing tax and consulting services to high net worth individuals in the areas of individual income tax, wealth transfer and succession planning, and international tax. Identify, research, and provide analysis on a wide range of complex tax issues. Demonstrate extensive technical skills with tax compliance assignments for partnerships, S-corporations, trusts, and individual tax clients working proficiently with specific tax forms as follows: 1040, 1041, 709, and FinCEN 114. Perform as part of a multidisciplinary team, assisting with tax-planning responsibilities for individual clients. Supervise associates and teach technical concepts to less experienced staff. Clearly communicate work plans and objects to project supervisors and manage project assignments, delivering a high-quality project on time and on budget.

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