Overview

Overview:

Prestigious Wealth Management Firm seeks experienced tax / accounting professional with 1-2 years’ experience.  This Associate position will assist HNW clients with tax preparation, financial planning solutions and maintain personal and business accounting.

 

Job Description:

  • Prepare personal, Fiduciary, S-Corporation, partnership, private foundation, and gift tax returns
  • Review tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers
  • Service clients as it relates to planning, projects and compliance requirements
  • Support efforts to retain and build client relationships
  • Assist Senior Advisors in providing comprehensive wealth management and financial planning advice to clients
  • Review financial records such as income statements and balance sheets, etc.

 

Experience:

  • Degree is Accounting, Finance or Tax
  • 1-2 years’ experience
  • Strong interpersonal skills for a client focused position
  • Ability to work in a team environment
  • Motivated individual with an interest in professional development and a career path in Wealth Management

Compensation:

  • Commensurate with experience

 

For immediate and completely confidential consideration, please click on the following link: http://www.hudsongatepartners.com/apply.html or send a resume to jobs@hudsongatepartners.com