Fiduciary Tax Associate
Brown Advisory(1 month ago)
About this role
The Private Client Tax Associate at Brown Advisory provides tax reporting and planning services for trusts, private foundations, and high‑net‑worth families. The role collaborates with CPAs, tax attorneys, and investment advisors to ensure accurate filings and recommend tax‑efficient strategies.
Required Skills
- Tax Compliance
- Trust Accounting
- Foundation Reporting
- CPA
- OneSource
- Research
- Communication
- Collaboration
- Analytical
- Interpersonal
Qualifications
- Bachelor's Degree in Accounting
- CPA License
- Master's in Taxation
- Law Degree
About Brown Advisory
brownadvisory.comWe are an independent investment management and strategic advisory firm committed to first-class performance, advice and service.
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