Job Details


Tax Seniors focus on tax compliance for high net worth individuals and a variety of trust types.  They serve as members of various client service teams and must possess strong technical knowledge of tax planning, consulting, and compliance related to high net worth individuals, trusts and other flow through entity taxation. In addition to the preparation and review of tax returns, Tax Seniors assist managers in identifying client issues and communicating with clients and their financial management advisors. Tax Seniors must possess and maintain strong written and oral presentation skills, conduct research on various client issues, and supervise Tax Associates.


Required Qualifications:

  • 3-5 years of trust and high net worth individual taxation experience

  • Knowledge of foreign reporting requirements a plus

  • Experience with BNA, CCH, Checkpoint or other tax research tools a plus

  • Experience with fund accounting/tax software (Advent Geneva, NTAS CCH, FastTax) a plus

  • Strong computer skills with strengths in Microsoft Excel & other Microsoft Office products

  • Bachelor's degree in Accounting, Finance, Economics, or related degree and/or an advanced degree in Accounting, Taxation, JD or L.L.M.

  • A minimum GPA of 3.0; strong multitasking and organizational skills

  • Strong analytical skills with an ability to review others with a strong attention to detail

  • Initiative to seek out opportunities in a fast-paced environment

  • Excellent communication skills, both written and verbal

  • Strong interpersonal skills, with an ability to interact with and gain the respect of all levels of internal and client personnel

  • CPA, Enrolled Agent or other appropriate certification a plus


Locations: Boston, NY, Miami, Ft. Lauderdale, Stamford CT, Cape Cod

Senior Level