What are the responsibilities and job description for the HNW Tax Associate position at Tandym Group?
A professional services firm in New York City is looking to fill an immediate need with the addition of a new Tax Associate to their team to work with their High-Net-Worth clients.
Responsibilities :
The Tax Associate - High Net Worth will be responsible for :
Contributing to client satisfaction by providing timely and effective responses to client needs and concerns
Preparing and self-reviewing work products for completeness and accuracy, and preparing them for client delivery
Preparing work papers based on professional standards
Processing data and converting it to a reviewable product
Assisting in the research of complex tax issues and in the development of quality, practical income tax planning services
Working within a small team environment to deliver integrated family office services to clients
Aiding in the preparation of various time-sensitive client requests and planning opportunities
Performing other duties, as needed Qualifications :
2 years of Tax experience
Bachelor's Degree
Previous experience working with High-Net-Worth clients
Experience with Family Office Individual Tax
Public experience
