Tax Senior- Personal Financial Services- New York - 00AWT

Our Personal Financial Services (PFS) professionals are supported by nationally sponsored, world-class technology and tools and a consistent process to deliver high-quality output. Our professionals provide services in the following areas: individual financial planning for high-net-worth individuals and executive groups; individual and fiduciary income tax planning and compliance for our clients. To qualify, candidates must have: a bachelor's degree with a concentration in accounting, finance, economics or a related field (an advanced degree in tax or law is desirable) at least 2 years of tax and/or financial planning or relevant experience excellent supervisory, interpersonal, analytical, and problem-solving ability strong written and verbal communication skills active progress towards the CPA certification, membership in the Bar, or Enrolled Agent status a commitment to learning in a tax and financial planning technology environment proficiency in technology applicationsNY-New York