New York Licensed Private Wealth Tax Associate

Job Summary

A company is looking for a Senior Associate, Private Wealth Tax.

Key Responsibilities

• Provide compliance and consulting services to high-net-worth individuals and families
• Perform complex tax returns and engage in proactive tax planning and strategic consulting
• Stay updated on tax trends and developments and apply them to complex situations

Required Qualifications

• Undergraduate degree in Accounting or related field required
• Actively pursuing CPA, MST, or JD/LLM preferred
• Two or more years of experience in tax return review and planning for wealthy individuals and entities
• Eligibility to work in the U.S. without sponsorship is highly preferred