HYBRID-Senior Tax Associate (HNW)

Leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.

Work-life balance
Hybrid and flexible scheduling
Roadmap to promotional growth
Comprehensive benefits package

Primary Responsibilities:

Work closely with EFC tax team to support and execute daily functions to serve our clients
Prepare and review of income tax projections and returns including multi-state filings, Real Estate and K1s.
Ability to research tax issues and apply practical tax analysis
Review financial statements and tax forms to check for errors and perform audits to ensure compliance
Provide business management accounting/light bookkeeping services for multiple clients