Senior Tax Associate

Job Summary

A company is looking for a Senior Tax Associate.

Key Responsibilities:

• Prepare or review complex tax returns for high-net-worth clients and their personal holdings
• Assist with tax planning and research
• Train and mentor Tax Associates assigned to the engagement

Required Qualifications:

• Experience in preparing or reviewing personal, partnership, corporate, trust, foundation, and gift tax returns
• Knowledge of quarterly estimates and projections
• Ability to interact with wealth managers, clients, and the client service team
• Experience in tax planning and research
• Previous training and mentoring experience