Senior Associate Business Tax Services - Private Clients

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Senior Associate, Business Tax Services - Private Clients
The candidate will provide tax compliance and advisory services to owners and senior executives of the firm's private client base which focuses on ultra-high net worth individual, trust and estate clients. Prepare complex individual income, gift, trust and estate tax returns for ultra-high net-worth individuals and Family Offices. Manage a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients. Manage teams of tax professionals and assistants working on client projects. Advise clients and be responsible for delivering high quality tax service and advice. Participate in and contribute to market and business activities external to the firm. Bachelor's degree, J.D., LL.M. in taxation and/or Master’s in Taxation (MST) from an accredited college/university is required. Should have 2+ years of ultra-high net worth individual and/or trust and estate tax experience in an accounting firm and/or law firm. Deep experience with individual income tax and/or gift tax, estate tax and trust taxation is required. Multi-generational estate planning experience is a plus.

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