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Title: Tax Staff

Office Status: Hybrid Westchester County

Salary: $80,000-$145,000

This wealth management firm is looking for a Tax Staff that wants to continue in the HNW tax area, while moving away from billable hours to a more client-focused position. This is a small team which means within the year this position can be promoted to senior. This will give the opportunity to get very involved in tax planning and execution of complex portfolios.

Opportunities and Responsibilities:

• Prepare various types of tax returns including individual, business, partnership, trusts, estate and gift

tax, as well as perform financial statement write-ups

• Perform tax planning and prepare tax projections and estimates

• Research and analyze tax related issues where necessary

• Manage existing client relationships

• Remain up to date on current tax practices and changes in tax law

• Opportunity to work directly with senior partners and gain experience in all areas of financial planning

and family office services

Requirements:
-1-3 years of tax experience.
-CPA is preferred.
-Bachelor’s Degree is required.