A professional services firm in New York City is actively seeking an experienced professional to join their staff as their new Private Wealth Senior / Manager / Senior Manager. Responsibilities The Private Wealth Senior / Manager / Senior Manager will: Perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns Prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client Complete other tasks as assigned Qualifications Bachelor's degree in accounting, finance, or other business-related field 2+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns One of the following accreditations obtained, in process, or willing/able to obtain: Licensed CPA in state of practice/primary office if eligible to sit for the CPA, Licensed attorney, or Enrolled Agent Experience managing projects, including scheduling, budgeting, client correspondence, and billing Experience reviewing trust documents Excellent technology (i.e., Microsoft Excel and compliance software), research, and writing skills Strong communication, interpersonal, and organizational skills Tandym Group
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