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About Our Client
Our client is a boutique law firm specializing in private wealth management and estate planning. They are deeply committed to providing personalized and strategic legal solutions for high-net-worth individuals and business owners. By guiding their clients through complex financial and legal matters, our client focuses on preserving wealth and ensuring peace of mind. Their blend of legal expertise and tailored service sets them apart in the industry.
Job Description
- Provide tax planning, preparation, and advisory services for high-net-worth individuals and business owners
- Collaborate with attorneys on tax strategies related to estate planning and wealth management
- Ensure compliance with state and federal tax regulations
- Assist with financial reporting and analysis for clients' personal and business tax matters
- Advise clients on minimizing tax liabilities and maximizing wealth preservation
Qualifications
- Certified Public Accountant (CPA) license required
- 2+ years of experience, preferably in tax (not audit)
- Strong knowledge of tax planning, preparation, and compliance
- Experience working with high-net-worth individuals is a plus
- Excellent attention to detail and analytical skills
- Ability to work independently and as part of a collaborative team
Why is This a Great Opportunity
- Work in a boutique law firm specializing in private wealth management
- Hands-on experience with high-net-worth clients and complex tax strategies
- Competitive salary and benefits package
- Opportunity to collaborate closely with attorneys and financial professionals
- Be part of a team dedicated to preserving wealth and ensuring peace of mind for their clients
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
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