Must-have

• High net worth families
• Closely held businesses
• Estates and trusts
• Private foundations
• Client needs and challenges
• Tax planning and research
• Federal and state tax returns
• Reporting requirements
• Compliance process
• Cutting edge tax ideas
• Effective tax rates
• Tax knowledge
• Tax preparation process
• Written documentation
• Complex tax issues
• Tax legislation
• Private Client Service clients
• Collaborative team
• Client relations
• Interpersonal skills
• Organizational skills
• Multiple priorities
• Ownership of tasks

Nice-to-have

• Instill confidence
• Empowering clients and people
• Realize full potential
• Exceptional people
• Unrivaled culture
• Talent experience
• Compelling to clients
• Inspiring environment
• Thrive personally and professionally