HNW Tax Professionals - Boutique Wealth Management Firm

Job Description

Job Description

Due to exponential growth, boutique Wealth Management Firm in Palm Beach County seeks tax professionals at various levels to service their HNW clients. Firm pays 20% more than market.

1) Tax Associate >> 3+ yrs' exp

• Support preparation of HNW tax returns, as well as tax compliance and planning projects
• Opportunity to be trained in many areas of wealth management

2) Senior Tax Associate >> 6+ yrs' exp

• Review and prepare complex HNW tax returns, and participate in tax planning process
• Requires CPA or JD

3) Tax Manager >> 7+ yrs' exp

• Manage the preparation and review of HNW tax returns, and communicate with clients and internal advisors
• Experience must include minimum 3 yrs' private client service; CPA or JD required, in addition to strong leadership skills

~ Relocation Assistance Available ~