Major responsibilities include, but are not limited to:

• Review tax returns and income tax projections, estimated tax vouchers, and extension forms
• Research and answer all related tax questions
• Process filings for tax forms and related disbursements with taxing authorities
• Perform analysis of historical financial data in order to prepare clients’ statements including  balance sheets, statement of net worth, income statements, cash flow statements and estate planning summaries
• Perform retirement planning  analysis
• Document financial planning projects, charitable calculations, private foundation minimum payout, promissory note payment and  amortization schedules
• Track and analyze the cost basis of client’s investments
• Deal with investment portfolio reports, asset allocations and related responsibilities
• Perform special ad-hoc related analysis per client’s and managements request

The ideal candidate will possess:

• BA/BS degree in Accounting
• CPA or  parts passed
• 7+ years of individual tax preparation for HNW clients
• Experience within a tax department of CPA firm highly preferred
• Strong computer skills including Microsoft Office, BNA Tax Planner, and tax software programs
• Strong understanding of tax strategy, planning, accounting and compliance for families
• Client service orientation.
• Excellent communication skills, attention to detail and follow through.
• Strong organizational skills, detailed oriented and highly motivated

All candidates must be authorized to work for any employer in the US