Job Number: MS03602
NY - New York City Date Posted:
Exciting new Tax Staff position in the Family Office space!!!
Name: Family Office
to client satisfaction by providing timely and effective responses to client
needs and concerns, thereby enhancing long-term working relationships with
and self-review work products for completeness and accuracy, and prepare them
for client delivery. Work product focus will include a concentration on
high net worth individuals and fiduciary tax.
workpapers based on professional standards.
- Process data and convert it
to a reviewable product.
in the research of complex tax issues and in the development of quality,
practical income tax planning services. Work within a small team
environment to deliver integrated family office services to clients.
in the preparation of various time-sensitive client requests and planning opportunities.
communications and provide ample assistance to team members by sharing
knowledge to develop professionally and enhance service delivery.
- Maintain a personal commitment to continuing education.
to a flexible, stable, and team-oriented working culture that fosters
Requirements / Qualifications:
bachelors degree with a concentration in accounting; an advanced degree in tax
or law is beneficial.
years of related work experience in a tax or family office practice; an
emphasis on individual and fiduciary experience is critical. Other
competencies including pass through, gift tax or not for profit is a plus.
commitment to learning and developing in an exacting tax environment within a
interpersonal, analytical, and problem-solving abilities.
written and verbal communication skills.
progress towards the CPA certification, membership in the Bar, or Enrolled
in compliance technology applications including Pro Systems, BNA Income Tax
planner and Microsoft products. Knowledge of Prosystems Engagement tool a