Tax Senior Associate

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Tax Senior Associate
Responsibilities: Provide compliance, research and consulting services to high net worth individuals and families, supervising several engagements at a time. Review work papers and tax returns in progress to ensure they meet firm standards. Prepare individual, flow-through entity, fiduciary and gift tax returns for high net-worth clients. Prepare quarterly estimated tax, year-end planning and extension analysis. On smaller engagements, perform all aspects of the engagement, including coordination with legal/investment advisors and client communications. Prepare federal and state tax authority correspondence. Supervise, train, and mentor associates and interns on tax compliance and consulting projects and provide real-time feedback. Perform in-charge role including coordination with engagement team and delegation of tasks. Maintain an extremely high level of confidentiality regarding all client matters.

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