HNW Tax Professionals - Boutique Wealth Management Firm

ECG Resources

HNW Tax Professionals - Boutique Wealth Management Firm

West Palm Beach, FL
Full Time
Paid
  • Responsibilities

    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 ~