Wealth Management Team is searching for a competent Tax Associate and or Manager with Public Accounting or Family Office experience. The chosen candidate should have an accounting degree, and higher is possible ( CPA , JD or Enrolled Agent).
At least 3+ years supporting the tax, estate planning, estate administration, and wealth management departments on many engagements dealing with high net-worth individuals and businesess Review and prepare complex tax returns, engage in tax planning with clients, client representation to the IRS etc. Excellent benefts and top salary.