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Position: Tax Planning and Advisory - Director - Family Office and High Net Worth
Job Number: MS03606
Location: NY - New York City
Date Posted: 2017-05-25
Salary Range: $126-150k Over $150k
Job Summary:

Tax Associate opening at Strategic Consulting Firm!

Company Information:

Name: Financial Services Firm

Job Description:

-Work product focus will include a concentration on high net worth individuals and fiduciary tax.

-Assist 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.

-Aid in the preparation of various time-sensitive client requests and planning opportunities.

-Facilitate 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.

-Contribute to a flexible, stable, and team-oriented working culture that fosters professional development.

Requirements / Qualifications:

o    Bachelor degree with a concentration in accounting; an advanced degree in tax or law is beneficial.

o    6+ 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.

o    A commitment to learning and developing in an exacting tax environment within a growth business.

o    Excellent interpersonal, analytical, and problem-solving abilities.

o    Strong written and verbal communication skills.

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