Partnership/Private Wealth Services (PWS) Senior Associate

The Private Wealth Services Tax 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 tax team to make recommendations on return preparation and tax savings opportunities while ensuring accuracy, quality, and exceptional client service. Employees are empowered with high-quality tools and resources to thrive in their role and deliver high-value solutions.