Private Wealth Services - Tax Senior Associate

Overview

As the Private Wealth Services Tax Senior Associate, you’ll perform compliance services for complex tax returns and provide income, estate, and gift tax planning strategies for high net worth, closely held business and family business clients – with resources, environment, and support to help you excel. You’ll collaborate with the Private Wealth Services Tax team and make recommendations on return preparation and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed.

From day one, you’ll be empowered by high quality tools and resources to thrive in your role to meet client needs, deliver high-value solutions, and help you achieve more, confidently.

Responsibilities

Your day-to-day may include :

• Provide tax planning and consulting to our firm\'s high net worth clients for estate, wills and trusts taxation, and individual income taxes
• Support multiple client service teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; actively assist in proposal activities and manage to budget
• Supervise, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews
• Research and consult on various tax matters, primarily in the federal estate, gift, charitable planning, and generation-skipping tax arenas; utilize tax-related software to prepare and process returns and research tax matters
• Respond to inquiries from the IRS and other tax authorities
• Maintain active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships
• Other duties as assigned

Qualifications

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