Private Wealth Senior Tax Associate
On-site · Arlington, Virginia, United States
Job Summary
Senior Private Wealth Tax Associate sought to deliver tax return review and planning for high-net-worth individuals and families. Responsibilities include preparing and reviewing intricate tax returns for individuals, partnerships, S-corporations, trusts, and estates; developing proactive tax plans (federal estate, gift, charitable giving, and minimization of generation-skipping taxes); staying current on evolving tax laws to provide insightful solutions; coaching and developing team members; fostering strong client relationships and collaborating across the firm to support wealth-management goals; promotion of a collaborative work environment and work-life balance.
Required Qualifications
- Bachelor's degree in Accounting or related field
- Actively pursuing a CPA, MST, or JD/LLM (highly preferred)
- Minimum 2+ years of experience in tax return review and planning for high-net-worth individuals, families, and their businesses
- Authorization to work in the US without sponsorship (a strong plus)
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