PFS Tax Associate
The candidate will serve as a trusted advisor, providing guidance on the wide array of tax matters faced by private companies throughout the business lifecycle - from inception to growth, and maturity to transition. 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 1+ year of experience. Should have working 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. Some technical skills in tax compliance for high net worth individuals preferred.
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