Seasonal Senior Tax Associate
Job Summary
As a seasonal Senior Associate, you will join the Tax Compliance team to deliver personalized tax planning and compliance services for high-net-worth individuals. You will work on a fixed-term basis (3-6 months) to provide high-quality tax solutions while managing client relationships. This role requires technical expertise in complex tax regulations and a commitment to maintaining high professional standards.
Responsibilities
- Provide tax services to affluent individuals
- Analyze complex tax compliance issues
- Support financial planning and wealth transfer goals
- Maintain professional and ethical standards
Required Skills
- Bachelor's Degree in Accounting
- 2 years of experience
- CPA license
- Form 1040 and Form K1 expertise
Job Details
Responsibilities
- Provide exceptional tax services to affluent individuals
- Analyze intricate tax compliance issues and develop impactful solutions
- Navigate the complexities of financial planning and wealth transfer
- Enhance technical proficiency in tax compliance practices
- Contribute to a supportive and dynamic team environment
- Uphold professional standards and ethical practices
What You Must Have
- Bachelor's Degree in Accounting
- 2 years of experience
- Job seekers must demonstrate all of the minimum requirements are met for Certified Public Accountant licensure per respective state regulations
What Sets You Apart
- Certified Public Accountant license
- Considerable knowledge of financial planning and wealth transfer
- Skilled in Form 1040 and Form K1 compliance
- Demonstrated experience in client engagement and discussions
- Actively participating in client meetings and addressing needs