Private Tax - PFS - Seasonal Senior Associate

Overview

This full-time, fixed-term seasonal position in tax compliance focuses on providing personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses. The role involves delivering exceptional tax services during key seasonal tax periods (3-6 months) while supporting clients' financial planning and wealth transfer goals.

Responsibilities

• Provide exceptional tax services to affluent individuals
• Analyze complex tax compliance issues and develop effective solutions
• Navigate financial planning and wealth transfer complexities
• Enhance technical proficiency in tax compliance practices
• Contribute to a supportive and dynamic team environment
• Uphold professional standards and ethical practices

Requirements

• Bachelor's Degree in Accounting
• Minimum of 2 years of relevant experience
• Must meet all minimum requirements for Certified Public Accountant (CPA) licensure according to respective state regulations

Preferred Qualifications

• Certified Public Accountant (CPA) license
• Strong knowledge of financial planning and wealth transfer
• Skilled in Form 1040 and Form K1 compliance
• Demonstrated experience in client engagement and discussions
• Active participation in client meetings and addressing client needs

Skills and Competencies

• Ability to respond effectively to diverse perspectives and needs
• Use of various tools and methodologies to generate ideas and solve problems
• Critical thinking to break down complex concepts
• Understanding of broader project objectives and strategic alignment
• Awareness of changing business contexts
• Self-reflection to develop strengths and address development areas
• Data interpretation to inform insights and recommendations
• Commitment to professional and technical standards, including code of conduct and independence requirements

Compensation and Benefits

• Salary range: $77,000 - $214,000, dependent on skills, experience, qualifications, location, and applicable laws
• Eligibility for annual discretionary bonus
• Benefits include medical, dental, vision, 401(k), holiday pay, vacation, personal and family sick leave, among others

Location and Travel

• No travel required (0%)

Additional Information

• This role is a fixed-term seasonal position lasting 3-6 months, with potential for re-engagement based on business needs and performance
• The employer is an equal opportunity organization and considers all qualified applicants without regard to protected characteristics
• Sponsorship for H-1B visas is generally not provided except under specific policy conditions
• Compliance with applicable Fair Chance Ordinances and Acts regarding consideration of arrest or conviction records

Applications will be accepted until the position is filled or the posting is removed.