Tax Experienced Associate

Role Description

We are seeking a Tax Experienced Associate to join our growing team. The ideal candidate will have strong communication skills, experience preparing individual income tax returns (Form 1040), fiduciary income tax returns (Form 1041), and gift tax returns (Form 709). This position requires excellent technical tax knowledge, attention to detail, and proficiency with CCH Axcess Tax software.

The successful candidate will work closely with all members of the team to deliver high-quality tax compliance and client service while managing multiple engagements and deadlines.

• Prepare complex individual income tax returns (Form 1040), including high-net-worth individuals and multi-state filings.
• Prepare fiduciary income tax returns (Forms 1041) for trusts and estates.
• Prepare federal gift tax returns (Form 709) and related supporting schedules.
• Analyze financial information, tax documents, and source data to ensure accurate tax reporting.
• Utilize CCH Axcess Tax software for tax return preparation, diagnostics review, and electronic filing processes.
• Research federal and state tax issues and document conclusions.
• Communicate with clients to obtain missing information and resolve tax-related questions.
• Review tax organizers, workpapers, and supporting documentation for completeness and accuracy.
• Identify tax planning opportunities and communicate findings to managers and Director.
• Assist with tax notices, amended returns, and other compliance matters.
• Maintain organized electronic workpapers and documentation in accordance with firm standards.
• Manage multiple engagements while meeting filing deadlines and maintaining quality standards.

Qualifications

• Bachelor's degree in Accounting and master’s degree in taxation, preferred.
• Minimum 1–3+ years of public accounting tax experience.
• Strong knowledge of federal and state tax laws.
• Proficiency with CCH Axcess Tax.
• Experience working with electronic tax workpapers and document management systems.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to work independently and as part of a team.
• Strong organizational skills and ability to manage multiple priorities during busy seasons.

Requirements

• Preferred CPA license or enrolled agent.
• Experience with high-net-worth individuals and family wealth planning.
• Multi-state tax experience.
• Knowledge of estate and trust taxation concepts.

Benefits

• Generous PTO.
• Flexible work environment.
• Expanded parental leave.
• Extensive learning & development opportunities.
• Paid time off for employees to volunteer.