High Net Worth Tax Associate - Tandym
Manhattan, NY
About the Job
A professional services firm in New York City is looking to fill an immediate need with the addition of a new Tax Associate to their team to work with their High-Net-Worth clients.
Responsibilities:
Responsibilities:
- Contributing to client satisfaction by providing timely and effective responses to client needs and concerns
- Preparing and self-reviewing work products for completeness and accuracy, and preparing them for client delivery
- Preparing work papers based on professional standards
- Processing data and converting it to a reviewable product
- Assisting in the research of complex tax issues and in the development of quality, practical income tax planning services
- Working within a small team environment to deliver integrated family office services to clients
- Aiding in the preparation of various time-sensitive client requests and planning opportunities
- Performing other duties, as needed
Qualifications:
- 2+ years of Tax experience
- Bachelor's Degree
- Previous experience working with High-Net-Worth clients
- Experience with Family Office Individual Tax
- Public experience
Source : Tandym