- Review of returns prepared by tax staff including individual, partnership, fiduciary, trust, and gift taxes
- Interacting on an every day basis with senior partners in planning for the firm as well as external clients
- Wealth and financial planning for families
- Client facing and interaction throughout the year to ensure a stable relationship between the client and the family office
- Eventually working way up firm into a position to help bring on new clienteleThe Successful Applicant
- At least 5 years tax specific experience working with HNW Individuals/partnerships
- CPA is preferred
- MST or MBA preferredWhat's on OfferDOEContactLindsey FerruzziQuote job refJN Job summaryFunctionCFO & Financial ManagementSubsectorCFO & Financial Management SubsectorIndustryFinancial ServicesLocationNew YorkContract typePermanentConsultant nameLindsey FerruzziJob referenceJN About Page ExecutivePage Executive are inclusive Recruiters and Hirers, as reflected in our Clear Assured Platinum Standard Accreditation from the Clear Company. We are passionate about attracting diverse talent and are committed to ensuring our processes are inclusive and supportive.
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