The role focuses on estate planning, probate, and trust and estate administration.
Experience preparing estate and gift tax returns is preferred.
Candidates should demonstrate the professionalism, judgment, and motivation required to serve high net worth clientele with diverse backgrounds and personalities.
An LL.M., CPA designation, or other evidence of technical tax knowledge is preferred but not required.
Hybrid work arrangements are available, with the potential for full virtual work after an extended period.

Mid-Level Private Client Services Associate

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