View All Candidates >

Senior Tax Associate

Preferred Location:
Midwest
Open to Relocation:
Yes
Portable Assets Under Management:

We are currently representing a Tax Senior out of a Big 4 Accounting firm with a CPA and CFP. Details below

  • Direct experience serving family-office and private clients ranging from approximately $50M through billionaire-level families
  • Deep tax background working across individuals, family partnerships, trusts, and multigenerational family structures
  • Combines sophisticated tax expertise with a broader wealth planning perspective through his CPA and CFP credentials

For more information on this candidate please fill out the form below:

This field is for validation purposes and should be left unchanged.
Upload a job description
Drop files here or
Accepted file types: doc, docx, pdf, Max. file size: 20 MB, Max. files: 3.
    Privacy Policy