- 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
Requirements:
- 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
