Wealth Transition Services Associate

Employment Type

: Full-Time


: Miscellaneous

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Job you will do

Typical Day in the Life

The Wealth Transition Services Professional will be responsible for working with clients to assist them with the transition of wealth from one generation to the next. This assistance will include:

  • Preparing fiduciary, estate, and gift tax returns by required deadlines.
  • Working with the tax and wealth transition team to ensure the various components of the tax process are performed.
  • Working with the national Wealth Transition Services team on various projects.
  • Working with clients to ensure relevant tax-related information is gathered so that an accurate tax return can be prepared.
  • Assisting families with varied levels of estate planning knowledge.
  • Looking at the tax situation of the individual and their estate from various angles to ensure the maximum tax benefit is applied.
  • Attending professional development and training seminars on a regular basis.
  • Effectively interacting with all levels of Firm management and staff, clients, and other external business contacts.
  • Who You Are

  • The word 'tax' is not foreign to you, and you can easily explain details of your tax experience and/or can explain the difference between a 1040 and an 1120.
  • You live and breathe public accounting. It is your true life's passion, although certainly not your only interest!
  • You have excellent communication skills.
  • You enjoy keeping up-to-date on the ever-changing tax industry's regulations and policies.
  • You have a knack for solving problems and easily notice issues while bringing solutions to the table.
  • You have knowledge of and exposure to a variety of industries. If you have experience working with financial institutions and ProSystem Tax, that's a plus!
  • In addition to all of this, you hold an active CPA license (or are actively pursuing one) and have at least 1-3 years of experience in public accounting tax work.
  • Must be authorized to work in the United States permanently without the requirement of sponsorship at any point in the future.

    What to Expect Next

    We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to check us out on Facebook, Twitter, Instagram, LinkedIn or our About Us page.

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