Associate/Senior Associate, Private Client Services - Global Capability Center

Description

As a Senior Associate within Private Client Services, Tax you will:

• Assist with providing tax and consulting services to high net worth individuals in the areas of individual income tax, wealth transfer and succession planning, and international tax

  
  

• Assist with tax compliance for individual tax clients working proficiently with specific tax forms as follows: 1040, 1041, 709, and FinCEN 114

  
  

• Support a multidisciplinary team, assisting with tax-planning responsibilities for individual clients

  
  

• Assist with Identifying, researching, and providing analysis on a wide range of complex tax issues

  
  

• Attend client calls to understand critical areas of importance and apply tax technical knowledge to specific client situations

  
  

• Create deliverables that are concise, complete and address the elements deemed critical by the client

  
  

• Mentor Associates when they are supporting the same projects by delegating appropriate tasks, ensuring they complete tasks efficiently and sharing best practices

  
  

• Build client relationships and demonstrate a working knowledge of client businesses; with opportunity to assume additional responsibility quickly

  
  

• Identify opportunities to provide additional services to existing clients by using working knowledge of client businesses

  
  

• Build internal relationships with other members of the Federal Tax team and the greater A&M firm

  
  
• Value diversity of perspectives and creates opportunities for individuals to feel comfortable contributing
• Assist with business development, including add-on work by creating business development resources and proposal materials

• Bachelor’s degree in accounting
• 3-8 years of relevant experience
• CPA or Licensed Attorney (or in the process of pursuing)
• Excellent verbal and written communication skills including the ability to articulate complex information clearly and concisely
• Excellent research, writing, and analytical skills
• Experience with all Microsoft Office products (with an emphasis on Excel
• Experience with GoSystems, OneSource, and research software preferred
• Ability to simultaneously work on several projects and effectively manage deadlines
• High motivation to learn and grow
• Detail-oriented and possess strong organizational skills