Senior Tax Associate

Whitman Advisory, on behalf of our client, is assisting in the hiring of a Senior Tax Associate with high-net-worth and private client experience.

As a Tax Senior within the Private Client Services group, you will provide customized tax planning, compliance, and advisory services to high-net-worth individuals, families, and related entities. You’ll collaborate closely with clients and internal team members to develop comprehensive tax strategies that align with each client’s financial objectives.

• Work directly with clients to evaluate their financial circumstances and long-term goals.
• Prepare and review individual, partnership, trust, foundation, and estate and gift tax returns to ensure accuracy and compliance.
• Design and implement personalized tax strategies that minimize liabilities while adhering to applicable laws and regulations.
• Develop and maintain strong client relationships, serving as a trusted advisor on tax and financial matters.
• Stay informed on evolving tax laws, regulations, and industry developments that may affect clients.
• Research complex tax issues and develop innovative, practical solutions.
• Collaborate with colleagues across levels to deliver integrated client service.
• Interpret tax rules and provide clear guidance in response to client questions.
• Analyze estate and gift tax exposure and assist in developing strategies to reduce those obligations.
• Communicate technical concepts in a clear, accessible manner to clients with varying degrees of financial sophistication.
• Mentor and support junior team members, sharing expertise and fostering professional development.

Education:

• Bachelor’s degree in Accounting, Finance, or a related field required.
• CPA certification or Master’s degree in Taxation preferred.

Experience:

• Minimum of 2 years of experience in tax compliance and planning, ideally within a private client, wealth management, or public accounting environment.
• Strong knowledge of individual, partnership, trust, estate, and gift taxation.
• Proficiency with tax preparation and research software.
• Excellent communication and relationship-building skills.
• Strong analytical skills, attention to detail, and problem-solving ability.
• Commitment to ongoing professional development and staying current with tax law changes.

Attributes:

• Accountability: Follows through on commitments and delivers consistent results.
• Effective Communicator: Conveys information clearly and listens attentively.
• Interpersonal
  
  Skills:
  
  Builds rapport and collaborates effectively with colleagues and clients.
• Adaptability: Learns quickly and adjusts to new challenges.
• Technical Expertise: Demonstrates proficiency in complex tax matters.
• Resilience: Performs well under pressure and maintains a positive attitude.
• Action-Oriented: Proactively seeks opportunities to contribute and grow.
• Integrity: Maintains confidentiality and acts with honesty and professionalism.