Role OverviewThe Senior Staff - Tax - Private Asset Solutions will be responsible for preparing and reviewing income tax returns, as well as developing into a multi-disciplinary professional who is passionate about learning all aspects of wealth management. This individual will join a dynamic team that thrives to provide the highest quality of holistic wealth services to our clients. May lead and direct the work of others.
What You Will Do
Prepares tax returns and conducts tax research to develop strategies and planning opportunities for clients, advises clients on tax services, compliance, retirement planning and wealth transfer, and maintains accurate time and expense records to ensure proper billing of clients.
Why It Might Be a Fit
A successful candidate should be interested in developing into a multi-disciplinary professional who is passionate about learning all aspects of wealth management, have excellent organizational skills, ability to maintain confidentiality of firm and client information, and effectively communicate through oral and written means.
Requirements
- Master’s degree in Accounting or Finance, or bachelor’s degree with the required hours to sit for the CPA exam.
- Licensed CPA or actively working toward CPA certification.
- 3-5 years in relevant position or equivalent combination of education and experience.
Benefits
- substantial paid-time-off
- comprehensive benefit package
- competitive pay structure
- culture of growth, clarity, and respect
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