« Back To Search Results

Position: Tax Planning and Advisory - Director - Family Office and High Net Worth
Job Number: MS03606
Location: NY - New York City
Date Posted: 2017-11-10
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.

Enter email address to receive our job alerts.

Explore our Career Center and familiarize yourself with ways on how you can build and improve your resume, cover letter, and interviewing skills.

 Resume Writing Tips
 Cover Letter Tips
 Interview Tips
 Financial Glossary