Trust and Estates/Attorney/In House/New City, New York
Location: New City, New York
Description: GCC Consulting is at present recruited Trust and Estates/Attorney/In House/New City, New York right now, this position will be settled in New York. More details about this position opportunity please read the description below. Private Wealth Services Senior Associate The candidate is responsible for providing tax compliance and consulting services to clients and! works with other professionals in General Tax to assist to build a profitable practice, delivering high value solutions and income, estate, charitable, and gift tax planning strategies to the high net worth market. Will 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 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 prior year tax returns to look for potential errors, inconsistencies, and planning opportunities. Identify and capitalize on opportunities to sell tax services. Research tax matters, primarily in the federal estate, gift, charitable, and generation-skipping tax arenas. Interact with key client management to gather information, resolve tax-related problems, and make recommendations for! business and process improvements.
The candidate sho! uld have a Bachelor's degree in Accounting. CPA is required. A Master's in Taxation, LL.M. in Taxation, J.D. or CFP preferred, or currently pursuing one of these degrees/certifications. Must have 2-4 years of progressive tax consulting and compliance in family wealth planning, or related area, in public accounting or consulting. Should have experience in preparing and reviewing complex estate, trust, and individual returns. Must have computer expertise, including knowledge of tax software and technology. Advanced MS PowerPoint presentation skills preferred.
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If you were eligible to this position, please email us your resume, with salary requirements and a resume to GCC Consulting.
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This position will be started on: Sat, 14 Sep 2013 11:22:07 GMT
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