Tax-Senior Associate-Private Client Services-Trust and Estate #19956-DMK
Must have CPA certification.
Our client, a Boston based consulting firm is looking for a Tax-Senior Associate-Private Client Services-Trust and Estate. Duties for this position would include:
- Preparing individual, trust and estate tax returns, reviewing returns and researching technical issues.
- Performing tax preparation for corporate and trust & estate clientele.
- Performing specialized tax planning and research and communicating results to clients.
In addition to CPA certification, a successful candidate should have the following:
- Proven record of building profitable, sustainable client relationships with CFOs and Controllers.
- Proven record of simultaneously managing multiple projects and engagement teams for various clients.
- Ability to travel on a limited basis, up to 5%.
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