Partnership/Private Wealth Services (PWS) Senior Associate

The Partnership/Private Wealth Services Senior Associate performs compliance services for complex tax returns and provides income, estate, and gift tax planning strategies for high net worth, closely held business, and family business clients. The role involves collaborating with the Private Wealth Services Tax team to make recommendations on return preparation and tax savings opportunities, focusing on accuracy, quality, and client service. The position offers resources and support to help the associate excel in their role.