Home
/
Comprehensive
/
Senior Associate, Private Client Services (Individual Tax)
Senior Associate, Private Client Services (Individual Tax)-March 2024
New York
Mar 30, 2026
About Senior Associate, Private Client Services (Individual Tax)

  Description

  A& M is a group of entrepreneurial, action and results-oriented professionals who take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A& M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A& M.

  We provide tax, turnaround management, restructuring, performance improvement, and corporate advisory services. Our tax practice is unique in that we offer the opportunity to work without audit conflict and truly act a trusted business advisor. We provide our teams with opportunities and support to develop and cultivate careers that are most meaningful to them and reward them based on their achievements.

  We're currently growing one of our Federal Tax specialty areas, Our Private Client Services (PCS) practice. PCS works with private companies, their owners, and other domesticandinternationalhighnet worth individuals, serving as their advisor, advocate, teammate and partner. We are dedicated to helping our clients achieve their long-term goals by delivering highly personalized solutions that suit their unique needs. Due to our tremendous growth, we're seeking a Senior Associate to join our team.

  What Will You Be Doing?

  As a Senior Associate within Private Client Services, Tax you will:

  Assist with providing tax and consulting services to high net worth individuals in the areas of individual income tax, wealth transfer and succession planning, and international tax Assist with tax compliance for individual tax clients working proficiently with specific tax forms as follows: 1040, 1041, 709, and FinCEN 114 Support a multidisciplinary team, assisting with tax-planning responsibilities for individual clients Assist with Identifying, researching, and providing analysis on a wide range of complex tax issues Attend client calls to understand critical areas of importance and apply tax technical knowledge to specific client situations Create deliverables that are concise, complete and address the elements deemed critical by the client Mentor Associates when they are supporting the same projects by delegating appropriate tasks, ensuring they complete tasks efficiently and sharing best practices Build client relationships and demonstrate a working knowledge of client businesses; with opportunity to assume additional responsibility quickly Identify opportunities to provide additional services to existing clients by using working knowledge of client businesses Build internal relationships with other members of the Federal Tax team and the greater A& M firm Value diversity of perspectives and creates opportunities for individuals to feel comfortable contributing Assist with business development, including add-on work by creating business development resources and proposal materials

  Compensation Statement:

  The annual base salary range is $85, 000 - $105, 000, commensurate with experience. In addition, A& M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.

  Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity

  Minimum Salary: 0.00Maximum Salary: 0.00Salary Unit: Yearly

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Fan Blade Associates, Inc. (FBA) Supply Chain Coordinator
Fan Blade Associates, Inc. (FBA) Supply Chain Coordinator Company : Safran Job field : Supply chain Location : Irving , Texas , United States Contract type : Permanent Contract duration : Full-time R
Retail Odyssey in Kroger Retail Merchandiser
Are you looking for an opportunity to work in the dynamic world of retail merchandising? Retail Odyssey is currently seeking Retail Reset Merchandisers to join our team. As a Retail Odyssey Merchandi
Senior Firmware Engineer
Reference #: 579661b9-db47-4889-8940-1a2c75d87021DescriptionDESCRIPTION/JOB SUMMARYTo design, develop, implement, document, verify and maintain firmware to be employed in medical devices and drive co
Senior Software Engineer - Ruby OnRails + ReactJS
Job Title: Sr. Software Engineer Location: Mumbai, Pune, Hyderabad Year of experience: 5-8 years Responsibilities: ● Understand product requirements, and brainstorm with the product team. ● Define st
Director, Strategy
What You'll Do The Director of strategy is a key leadership position in our Strategy organization. This role provides active direction to achieve and execute Teradata’s company strategy through vario
Director II, Supplier Growth and Engagement - Entegra
Unit Description Entegra Procurement Services is a subsidiary of Sodexo and part of a global procurement network that manages more than $36 billion in spend for food, services and supplies, and serve
MMIS Specialist
State Medicaid Data Warehouse Analytics SME Are you a Medicaid Management Information System (MMIS) subject matter expert with technical/functional State Medicaid Data Warehouse Analytics experience?
Senior Engineer, Advanced Materials (Onsite)
Date Posted: 2024-01-10 Country: United States of America Location: PW100: East Hartford 400 Main Street, East Hartford, CT, 06118 USA Position Role Type: Onsite Pratt & Whitney is working to onc
Tax Associate, International Tax - JD/LLM | Multiple Locations Summer/Fall 2024
Business Title: Tax Associate, International Tax - JD/LLM | Multiple Locations Summer/Fall 2024 Requisition Number: 108966 - 46 Function: Tax Services Area of Interest: Campus State: MN City: Minneap
CIT - Database Programmer/Analyst
Position Title CIT - Database Programmer/Analyst Classification Title Administrative Full Time (.75-1.0 FTE) Benefits Eligibility Benefits Eligibility *Department *Computing and Information Technolog
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved