Experienced Associate Family Office Tax Practice

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Experienced Associate, Family Office Tax Practice
The candidate will provide holistic tax compliance and consulting services for family office structures, privately held businesses, their owners and families. Provide tax compliance and advisory services to pass-through entities and partnerships and for a variety of Asset Management clients. Perform detail level review of individual, fiduciary, partnership, closely held corporations, estate and gift workpapers and tax returns. Research tax planning opportunities to retain and/or grow wealth to help clients make informed strategic decisions based on their personal objectives. Train, mentor and supervise new and experienced-level staff; participate in and contribute to market and business activities external to the firm. Must have 1 year of focus on high net worth individuals, flow-through entities or family office tax experience in an accounting firm, organization and/or law firm for associate position; minimum two years for senior associate position. Bachelor's degree from an accredited college/university and licensed CPA or J.D. /LL.M. Experience with individual, estate and gift, trusts and foundations and partnership taxation. Excellent verbal and written communications skills and the ability to articulate complex information. Ability to handle multiple engagements and client service teams.

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