Tax Senior - High Net Worth - Tandym

A CPA firm is seeking an experienced professional to join their growing team as a Tax Senior - High Net Worth in their New York City office.

• Responsible for tax services to a closely held business and High Net Worth client base
• Preparation of complex tax returns and review of lighter ones
• Research and planning for clients
• Supervise staff
• Work closely with partners and clients to best minimize tax liabilities
• The focus of this role with be around estate/trust/gift tax, along with the individual and related entities
• Perform other duties as needed

• Bachelors degree
• 3-7 years experience
• Current or recent CPA firm experience
• Experience servicing a High Net Worth client base

• CPA or parts passed
• Advanced degree
• Strong estate and trust experience