Position Overview
Our client is recruiting for an organized and driven Sr Tax Accountant to join their family office team that provides integrated wealth management for two families. The Tax Accountant position will work closely with other team members and handle tax planning and compliance, education, risk management, generational planning oversight of charitable trusts and delivery of financial planning services to family members along with some administrative responsibilities. Our client is a growing company looking for a passionate individual with high ethical standards and integrity to join the organization.
Tax Knowledge and Expertise
· Tax planning for individuals, partnership, trust and foundations and estate planning projects
· Prepare or review income tax estimates and extensions and work closely with PwC on the preparation of returns for individuals, partnership, trust and foundations and individuals for various taxing authorities
· Research tax issues relat...