PositionTax Accountant Full TimeYes Job SummaryUnder the supervision of the Manager of Tax Services, the Tax Accountant works closely with members of the Wealth Management Group to provide high level client service to family office clients. The Tax Accountant prepares fiduciary tax returns and Protected content together with a limited number of personal income tax returns for Firm clients. The Tax Accountant also provides support to an outsource provider related to the preparation of a substantial number of individual client returns and related entity returns.
•Bachelor’s Degree in accounting, finance or business administration. •CPA or Enrolled Agent preferred. •5+ years of experience with tax compliance and planning. •Demonstrated knowledge of the tax concepts needed to prepare Federal and State fiduciary tax returns. •Strong client interaction skills.