Tax Associate

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Our company, a global SEC registered investment advisor is lookin for an Associate to join their Tax team!

Company Information:

Global SEC Registered Investment Advisor

Job Description:
  • Contributing to client satisfaction by providing timely and effective responses to client needs and concerns, thereby enhancing long-term working relationships with clients.
  • Preparing and self-reviewing work products for completeness and accuracy, and preparing them for client delivery.  Work product focus will include a concentration on high net worth individuals and fiduciary tax.
  • Preparing work papers based on professional standards.  Processing data and converting it to a reviewable product.
  • Assisting in the research of complex tax issues and in the development of quality, practical income tax planning services.  Working within a small team environment to deliver integrated family office services to clients.

Requirements / Qualifications:
  • Bachelor’s degree in Accounting
  • 2-3 years of related work experience in a tax or family office practice; an emphasis on individual and fiduciary experience is critical
  • A commitment to learning and developing in an exacting tax environment within a growth business
  • Excellent interpersonal, analytical, and problem-solving abilities.

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