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Senior Associate / Tax Consultant, Tax Family Wealth Planning
Compensation: Competitive plus benefits (401(k) Plan, FSA)
Location: Charlotte, NC
Job Number: A-030-933
Job Description:
Accounting Firm is seeking an Senior Associate for the Family Wealth Planning Practice.
Responsibilities:
- Adhere to the highest degree of professional standards and strict client confidentiality.
- 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 individual, partnership, gift, trust and estate tax returns.
- Review prior year tax returns to look for potential errors, inconsistencies, planning opportunities, etc.
- Review/summarize client’s estate documents, including wills, trusts, etc.
- Formulate and deliver innovative tax planning and tax savings strategies.
- Research tax matters, primarily in the federal estate, gift, charitable, and generation-skipping tax arenas.
- Supervise, train, and mentor associates and interns on tax projects and assess performance of staff for engagement reviews.
- Assist partners and senior management on proposals and business development calls.
- Participate in recruiting efforts, as needed.
- Attend professional development and training seminars on a regular basis.
Job Requirements:
- Bachelor’s degree in Accounting.
- CPA required.
- Masters in Taxation, LLM in Taxation, JD or CFP preferred, or currently pursuing one of these degrees/certifications.
- A minimum of two to four 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.
- Experience in reviewing and summarizing various estate planning documents, including wills, trusts, life insurance policies, etc.
- Experience in financial modeling and analysis.
- Superior analytical, technical, and tax accounting/technology skills.
- Advanced Microsoft PowerPoint presentation skills preferred.
- Computer expertise, including knowledge of tax software and technology.
- Ability to work additional hours, as needed, and travel to various client sites.
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A.E. Feldman Associates, Inc. is an equal opportunity employment agency and it does not honor requests for any applicants based on race, gender, national origin, age and/or disability.
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