Our client is a leading global professional services firm who are currently looking for a Tax Senior Associate for its Private Client Services tax practice in Miami, FL.
Their Private Client Services practice works with private companies, their owners, and other domestic and international high net worth individuals, serving as their advisor, advocate, teammate and partner.
They are dedicated to helping their clients achieve their long term goals by delivering highly personalized solutions that suit their unique needs.
You will work closely with the Miami offices international tax partner and this continuous exposure will accelerate your career development over and above individuals at your level in similar firms. You will have very regular exposure to clients and you will be mentored and coached to reach the next level in your career.
You will need to have an extensive and diverse tax background with a focus in 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; strong interpersonal skills with an approachable and professional demeanour that allows you to work well with others;
Duties will include;
Identifying and providing analysis on a wide range of complex tax issues;
Tax compliance assignments for partnerships, S-corporations, trusts, and individual tax clients working proficiently with specific tax forms as follows: 1040, 1041, 709, and FinCEN 114 amongst others;
Assist with tax-planning responsibilities for individual clients who have international considerations;
Supervise associates and teach technical concepts to less experienced staff;
Apply tax technical knowledge to specific client situations;
Develop trusted relationships with client personnel and collaborate with clients to compile project information and resolve issues;
To qualify for this opportunity you will need to have a Bachelor's degree in Accounting; an advanced degree and license; MST, MAcc, JD/LLM, CPA; Three or more years of experience primarily focused on working with high net worth individuals in providing tax planning services, reviewing client workpapers, and preparing income tax returns.
Experience with Gift, Estate, and Trust tax planning and compliance experience a major plus; Experience with consulting on various international tax matters, such as cross-border and pre-immigration planning and related compliance matters also a major plus;
New Managers will also be considered
Option to work from home 1-2 days per week available