Executive Job Title	TAX Senior – Private Wealth Firm
Type of Registrant	Recruiter
Location	New York
Industry & Function 1:	Accounting-(Public) - TAX-Specialist
Compensation	$100,000 to $200,000
Executive Job Description	Title: TAX Senior – Private Wealth Firm Location: New York, NY Job Type: Full Time Salary: 70k-100k Description: Private Wealth Advisory Firm is seeking a tax senior who is very strong in all aspects of personal income tax preparation with an emphasis on clients with voluminous portfolios of hedge and alternative investments. Firm Overview • About 400 clients in the 20-60mm net worth range • Services include: • investment advisory • asset allocation • financial planning • Estate planning • Insurance planning • Tax compliance • Income tax planning REQUIREMENTS • Five years of very strong experience in personal income tax matters including fiduciary and foundation • Experience with complex returns requiring 20-40 K-1 schedules. • Ability to supervise in-house and off-site bookkeepers • Ability to make adjusting general ledger journals • Financial planning experience is a plus - eg. cash flow, life insurance, mortgage and investment analysis. Best Regards Christina Flores Right&Above 15717661960 cf@rightandabove.com www.rightandabove.com
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