Tax Senior Associate
The candidate should have a Bachelor of Science or Bachelor of Arts degree in Accounting. Certified Public Accountant (or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure), Enrolled Agent or Member of the Bar required. Must have 3+ years of experience. Should have considerable knowledge of consulting with high net worth individuals on some of the following areas; financial planning, wealth transfer planning, business succession planning or trust and estate work. Proficient technical skills with Form 1040 for High Net Worth individuals and Form K1 production and compliance preferred.
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