Bachelor's degree in Accounting with CPA License, Enrolled Agent or JD required
12+ years continuous public accounting or family office tax experience
Significant experience working with family offices on individual, fiduciary, family investment partnership, estate & gift taxation with exposure to State & Local income (SALT)/Franchise tax for multi-state filers and common international issues
Experience in leading large tax engagements for complex family office / ultra high net worth families and their investments and closely held business interests
Must be market facing and invested in growing and developing new relationships and expand services to existing clients
Successful candidates will possess ability to plan and execute client engagements, provide tax consulting services, manage compliance projects, supervise and review work of staff members
Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships.

Benefits

Competitive benefits and compensation package for all our people
Flexibility in your schedule

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

tax consultingcompliance managementfiduciary taxationestate taxationgift taxationSALTFranchise taxinternational tax issuesclient engagement planningsupervision and review

Soft Skills

client servicecommunicationrelationship developmentleadershipteam collaborationproblem-solvingorganizational skillsstrategic planningexecutionmarket facing

Certifications

CPA LicenseEnrolled AgentJD