The role focuses on post liquidity families and corporate executives requiring complex estate and income tax planning
Job Summary
The role focuses on post liquidity families and corporate executives requiring complex estate and income tax planning.
Professionals take a holistic approach by simultaneously analyzing income tax, estate, gift, generation-skipping, philanthropic, retirement, and trust aspects.
The company offers flexibility in schedules to help employees balance life's demands while serving clients.
Matching Summary
The role focuses on post liquidity families and corporate executives requiring complex estate and income tax planning.
Skills & Requirements
Must-have
Bachelor's degree in accounting or business
2-4 years HNI tax experience
Strong communication and client relations skills
Nice-to-have
Holistic approach to estate and income tax planning
Ability to work collaboratively with advisors
Outstanding organizational skills for multiple priorities
Key Requirements
Bachelor's degree in accounting or business-related field
2-4 years of experience in HNI
Required coursework to sit for CPA exam, licensed JD or enrolled agent