The Colony Group seeks a motivated and qualified individual for the position of Senior Tax Associate. The individual selected for this opportunity will assist the firm's Senior Manager of Tax Services in providing a broad range of tax planning and compliance support to Colony Group clients and to the wealth management division of the company.
Primary responsibilitiesfor this position include:
Tax planning and preparation for high-net-worth individuals and their related entities;
Performing first reviews on certain individual and fiduciary returns;
Ensuring compliance with all federal and state filing requirements on behalf of clients;
Acting as a resource to wealth management teams for tax planning, tax research, and ongoing education of tax-related developments;
Assist the Director of Tax Services with regularly educating permanent and seasonal tax preparation staff; and
Assist the Director of Tax Services with communicating relevant tax developments to clients through newsletters, social media, and/or other communications.
The position requires:
A CPA or JD with a minimum of 2-4 years’ relevant experience;
A demonstrated focus on preparing individual and fiduciary tax returns with a primary focus on high-net-worth individuals and families;
Superb written and verbal communication skills;
Proficiency in Microsoft Office applications, including Excel, and proven ability to learn other technology;
Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills; and
Ability to work in a fast-paced, multi-office environment and to juggle multiple and competing tasks and demands.
Experience preparing partnership, private foundation, and gift tax returns;
Experience with ProSystem fx® Tax and BNA Income Tax™ Planner; and
“Big Four” or large regional accounting firm experience.
About The Colony Group
The Colony Group, LLC provides investment, wealth management, business management, tax compliance, and other financial advisory services to a multitude of high-net-worth and ultra-high-net-worth private clients as well as a prestigious base of institutional clients. Founded in 1986 and managed by financial professionals dedicated to providing objective advice and exceptional service, The Colony Group manages over $10 billion in client assets and has offices in Massachusetts, New York, Virginia, Florida, Colorado, Maryland, California and New Hampshire. For more information, please visit www.thecolonygroup.com.
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