Financial Services Client
Office Status: Remote
Salary Range: $90,000-$110,000
Responsibilities:
- Provide compliance and consulting services to high-net-worth individuals, multi generational affluent families, family offices and their private businesses and/or investment entities:
- Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns
- Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax
- Advise and make recommendations to clients on business succession planning
- Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations
- Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients