Tax Associate

Description:

As a member of the Tax Team, the Tax Associate is primarily responsible for the preparation of income tax returns, tax projections and analysis for our clients. The Tax Associate has a strong passion for client service and is eager to advance their knowledge in individual and entity tax preparation. The Tax Associate is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax preparation environment.

Essential Job Functions Will Include
 

• Prepare tax returns for high-net-worth individuals, trusts and businesses
• Create quarterly estimates and projections
• Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients
• Coordinate with tax support staff to ensure timely workflow practices and data integrity
• Work with tax staff to respond to tax notices and initial preparation of correspondence
• Stays up to date on tax law and any changes
• All other duties as assigned
   

Required Knowledge, Skills, And Abilities
 

• Bachelor’s degree in Accounting or related field
• Working knowledge of tax preparation, preferably 1-3+ years of experience working in public accounting
• Obtained or plan to obtain CPA or EA, a plus
• Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus
• Highly organized and tax-oriented
• Ability to handle a large volume of activities at one time
• Ability to communicate concepts to clients and advisors in concise and understandable fashion
• Must be detail-oriented and have excellent time-management skills