The client is a New York-based boutique accounting firm providing tax, accounting, and consulting services tailored to high-net-worth individuals and family offices.
The client was looking to hire a Tax Associate capable of handling complex US individual tax returns. Halo jumped in and helped them to hire Jason.
Jason holds a B.S. in Management Accounting and brings 8+ years of professional accounting experience to the table. In addition to a strong generalist accounting background, Jason has specific expertise in U.S. individual tax returns. He’s experienced in federal & multi-state filings, well-versed in U.S. tax compliance, proficient in navigating IRS inquiries, and skilled in individual tax planning.
As a Tax Associate, Jason does the following:
US Cost
Savings
Hired Amount
Specific placements. Specific outcomes. Not hypotheticals — actual hires and what happened after.
