HNW Tax Associate

A professional services firm in New York City is looking to fill an immediate need with the addition of a new Tax Associate to their team to work with their High-Net-Worth clients. Responsibilities: The Tax Associate - High Net Worth will be responsible for: Contributing to client satisfaction by providing timely and effective responses to client needs and concerns Preparing and self-reviewing work products for completeness and accuracy, and preparing them for client delivery 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 Aiding in the preparation of various time-sensitive client requests and planning opportunities Performing other duties, as needed Qualifications: 2+ years of Tax experience Bachelor's Degree Previous experience working with High-Net-Worth clients Experience with Family Office Individual Tax Public experience

Created: 2024-11-05