4 дня назад
Tax Senior Associate – Family Office
67 900 - 128 700$
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Tax Senior Associate – Family Office (Tax Planning and Compliance): Planning and executing individual, entity, trust, estate, and gift tax engagements for family offices, business owners, and ultra-high-net-worth clients with an accent on strategic tax consulting, compliance quality, and client advisory. Focus on reviewing tax processes, identifying inefficiencies, coaching team members, and solving complex business and family tax issues.
Location: Baltimore, United States; consistent onsite presence at a firm office and travel to client sites are required.
Salary: $67,900–$128,700 per year, plus eligibility for a discretionary performance-based bonus.
Company
provides professional services to middle-market clients and operates a Family Office Enterprise practice supporting ultra-high-net-worth families, their businesses, investments, governance, and tax needs.
What you will do
- Plan and execute tax compliance and strategic tax consulting engagements.
- Work across individual, entity, trust, estate, and gift tax matters.
- Review work and tax processes to ensure quality, identify inefficiencies, and reduce tax exposure.
- Delegate work, coach team members, and contribute to a collaborative high-performing team.
- Build and maintain relationships with clients and professional advisors.
Requirements
- Bachelor’s degree in Accounting or a related field.
- At least two years of public accounting or tax-related experience.
- Completion of educational requirements for CPA licensure eligibility in the state of residence or completion of requirements to sit for the Bar exam by the start date.
- Strong computer skills, including Microsoft Excel proficiency and familiarity with tax preparation and review processes.
- Effective communication, project management, organization, and deadline-management skills.
- Ability to work onsite during core business hours, regularly report to a firm office, travel to client sites, and work extended or non-standard hours during peak periods.
Nice to have
- Active, in-process, or planned CPA, EA, or attorney accreditation.
- Master’s degree in Accounting, Taxation, or an MBA.
- Experience with large or national accounting firms.
- Working knowledge of tax code and compliance.
Culture & Benefits
- Customized career paths aligned with professional goals.
- Specialized training, development programs, career advisors, coaching, and real-time feedback.
- Flexible scheduling to help balance personal and professional responsibilities while serving clients.
- Competitive compensation and benefits package.
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