🛠 Tech Stack

💼 About This Role

You'll manage complex tax planning and compliance for Ultra High Net Worth individuals and families in our Private Client Services team. Your core impact will be delivering personalized strategic guidance on trusts, estates, and partnerships. You'll thrive in a collaborative environment with flexible work options.

🎯 What You'll Do

• Provide tax compliance and consulting to high-net-worth individuals, partnerships, and corporations.
• Oversee complex tax research projects for diverse clients and industries.
• Supervise tax associates and manage day-to-day delivery of tax consulting services.
• Manage multiple engagements and deliver high quality products timely.

📋 Requirements

• 4 or more years of public accounting experience with an emphasis on Tax.
• BS/BA degree in Accounting or related field.
• Licensed CPA OR EA certification.
• Capability to research complex tax issues with exposure to various entities and industries.

✨ Nice to Have

• Masters degree in a related field.
• Experience developing and training associate level professionals.

🎁 Benefits & Perks

• 🏖️ Flex PTO, winter break, and summer hours.
• 💰 Total rewards package with flexible compensation options.
• 💪 Well-being resources including wellness platform and employee assistance program.
• 📚 Professional development with CPA exam resources and BPM University.
• 🏠 Remote work options with hybrid flexibility.

🚩 Heads Up

• Requirements include 'champion sustainable workplace practices' which is non-technical and may be filler.