Senior Tax Associate – Wealth Management Firm

  • Performs technical tax preparation of all high net worth tax returns, including individual and fiduciary returns
  • Assist with initial detail review of individual, trust, partnership and multi state tax returns
  • Participates actively in team meetings and tax planning efforts
  • Acts as a resource for tax associates on specific tax issues and/or questions
  • Ability to communicate effectively with colleagues and meet critical deadlines
  • Perform other family office duties as needed 


  • Bachelor’s Degree in Accounting (Masters in Taxation or Accounting is a strong plus)
  • CPA Preferred
  • 3+ years of tax experience working in public accounting
  • Experience working with HNW Individuals & families or family office services experience