Senior Associate - Private Client Services

Profile

Senior Associate - Private Client Services
The candidate will review and prepare complex tax returns. Will engage in the tax planning and consulting process. Collaborate with the engagement team to identify and research complex client issues and recommend solutions. Draft technical tax memoranda. Provide regular updates to clients. Assist in project management of compliance and consulting engagements. Supervise, train and mentor Associates and Interns; and receive formal PCS and on-the-job training in daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techniques, charitable giving strategies, buy/sell agreement planning, etc.

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