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Tax Partner

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Tax Partner in US - New York

  • Bear Consulting (UK) Ltd
  • Full time
  • Email
  • US - New York
  • 22/08/2017
  • Report

  • 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

US$220K + +



Bear Consulting (UK) Ltd

Bear Consulting (UK) Ltd specialises in supplying Finance, Operations, Middle Office, Front Office Support and Marketing related staff into Hedge Funds, Investment Management and Investment Banking organisations worldwide. However, considering the current economic climate we are keen to adapt to ...

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