Title:
Tax StaffOffice Status: Hybrid Westchester CountySalary: $80,000-$145,000 This wealth management firm is looking for a Tax Staff that wants to continue in the HNW tax area, while moving away from billable hours to a more client-focused position. This is a small team which means within the year this position can be promoted to senior. This will give the opportunity to get very involved in tax planning and execution of complex portfolios. Opportunities and Responsibilities: Prepare various types of tax returns including individual, business, partnership, trusts, estate and gifttax, as well as perform financial statement write-upsPerform tax planning and prepare tax projections and estimatesResearch and analyze tax related issues where necessaryManage existing client relationshipsRemain up to date on current tax practices and changes in tax lawOpportunity to work directly with senior partners and gain experience in all areas of financial planningand family office servicesRequirements: -1-3 years of tax experience. -CPA is preferred. -Bachelor's Degree is required.
