Job Details

• Join a growing family office and wealth management firm
• Flexible remote working schedule

About Our Client

This opportunity is with a well-established family office and wealth management firm based in the United States.

Job Description

• Prepare and review federal and state tax returns for individuals, partnerships, and corporations
• Assist in the development and implementation of tax planning strategies
• Analyze tax regulations and provide insights to clients to optimize tax positions
• Collaborate with team members to ensure compliance with all tax laws and regulations
• Conduct research on complex tax issues and provide recommendations
• Maintain strong client relationships by delivering high-quality, timely services

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

The Successful Applicant

A successful Senior Associate, Tax should have:

• Bachelor's degree in Accounting, Finance, or a related discipline
• CPA highly preferred
• At least 3 years of tax experience working in a public accounting firm and/or family office
• Proven experience supporting high net worth families or Family Office Services
• A strong understanding of tax compliance
• Excellent communication and collaboration skills

What's on Offer

• Competitive annual salary ranging from $70,000 - $90,000 depending on qualifications and experience
• Comprehensive medical benefits to support health and well-being
• Generous paid time off (PTO)
• 401(k) retirement plan

If you're ready to take the next step in your career as a Senior Tax Associate, please apply today!

Contact

Olivia Matteo

Quote job ref

JN-032###-####506