New York Licensed Private Wealth Tax Associate
Company: VirtualVocations
Location: Vista
Posted on: May 16, 2025
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Job Description:
A company is looking for a Senior Associate, Private Wealth
Tax.
Key Responsibilities
Provide compliance and consulting services to high-net-worth
individuals and families
Perform complex tax returns and engage in proactive tax planning
and strategic consulting
Stay updated on tax trends and developments and apply them to
complex situations
Required Qualifications
Undergraduate degree in Accounting or related field required
Actively pursuing CPA, MST, or JD/LLM preferred
Two or more years of experience in tax return review and planning
for wealthy individuals and entities
Eligibility to work in the U.S. without sponsorship is highly
preferred
Keywords: VirtualVocations, Arcadia , New York Licensed Private Wealth Tax Associate, Accounting, Auditing , Vista, California
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