Tax Consultant

  • Job ID:

  • Pay rate range:

    $55 - $70
  • City:

  • State:

  • Duration:

    12/04/2022 - 04/04/2023
  • Job Type:

  • Job Description

    Tax Senior Associate (PWS)

    Pay: $55-$70/hour

    Start Date: January

    Contract Length: 63-mo (may extend)

    Location:  REMOTE

    Our large Public Accounting Client is seeking a Tax Senior Associate in their Private Wealth Services practice.  The Tax Senior Associate is responsible for providing tax compliance and consulting services to our clients and works with other professionals in General Tax to assist to build a profitable practice, delivering high value solutions and income, estate, charitable, and gift tax planning strategies to the high net worth market


    • Manage client engagements from start to finish, which includes planning, executing, directing, and completing tax projects and managing to budget
    • Provide tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes
    • Interact closely with client's other advisors, such as attorneys and financial managers
    • Review prior year tax returns to look for potential errors, inconsistencies, planning opportunities, etc
    • Identify and capitalize on opportunities to sell tax services
    • Research tax matters, primarily in the federal estate, gift, charitable, and generation-skipping tax arenas
    • Proactively interact with key client management to gather information, resolve tax-related problems, and make recommendations for business and process improvements



    • Bachelor's degree in Accounting
    • A minimum of 2 years of progressive tax consulting and compliance in Family Wealth Planning, or related area, in public accounting or consulting
    • Experience in preparing and reviewing complex estate, trust, and individual returns
    • Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
    • Computer expertise, including knowledge of tax software and technology
    • Advanced Microsoft PowerPoint presentation skills
    • Ability to work additional hours as needed and travel to various client sites
    • Form 1040 experience
    • Trust experience
    • CCH (nice to have)
    • Gift Tax experience (nice to have)




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