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Tax Senior Manager - Personal Financial Services
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Full-time
- You’ll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity."
- Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy.
- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
- Demonstrates Intimate-level Abilities And/or a Proven Record Of Success As a Team Leader And Consulting With High Net Worth Individuals On Some Of The Following Areas
- Possessing comprehensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and compliance;
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