Hybrid Senior Associate, Asset & Wealth Management – Tax

Posted 4 hours ago

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About the role

  • Senior Associate in Asset & Wealth Management offering tax compliance and consulting services. Focusing on digitization, mentoring, and meeting tax obligations while minimizing non-compliance.

Responsibilities

  • Lead digitization and automation efforts
  • Solve intricate tax challenges
  • Mentor and guide junior team members
  • Foster and sustain client relationships
  • Gain thorough understanding of business contexts
  • Navigate complex tax scenarios effectively
  • Grow personal brand and technical skills
  • Uphold exceptional professional and technical standards

Requirements

  • Bachelor's Degree in Accounting
  • 2 years of experience
  • Job seekers need to demonstrate the minimum requirements are met for CPA licenture per respective state regulations

Benefits

  • medical
  • dental
  • vision
  • 401k
  • holiday pay
  • vacation
  • personal and family sick leave
  • annual discretionary bonus

Job title

Senior Associate, Asset & Wealth Management – Tax

Job type

Experience level

Senior

Salary

$77,000 - $214,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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