Tax Partner

Full time
US$220K + +
new-york 22/08/2017   Full time US$220K + +
  • D., LLM in Accounting/Taxation and/or Master’s in Taxation (MST)
  • CPA or CFP is a plus
  • 10+ years of experience in tax advisory and compliance services in support of high net worth individuals, families and trusts and estates
  • Understanding of tax and trust & estate issues faced by highly affluent families
  • Understands personal insurance needs
  • Understand investments and the market
  • Ability to connect to third party industry service providers

Established CPA firm that services privately-held businesses and high net worth individuals with a wide range of traditional and non-traditional advisory services is going through a period of expansion. Our client, based in stunning New York City Offices is looking to add another Tax Partner to the Private Clients/HNW division. Duties will include:

  • Trust & Estate Planning
  • Manage staff in tax compliance, record keeping, book keeping and bill paying
  • Philanthropic planning
  • Tailoring services around families
  • Coordination of Insurance needs with Clients’ Brokers
  • Coordination of Tax Strategies with Investment Advisors

All applications are welcome and will be reviewed for this excellent Tax Partner – Private Clients/HNW position