Senior Tax Associate

Responsibilities Prepare tax returns for high-net-worth individuals, trusts and businesses Create quarterly estimates and projections Responsible for clear & concise communication with clients on all matters related to delivery of income tax returns Perform tax research 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, as well as communicate the effects of the law changes to clients All other duties as assigned Requirements Minimum of 1-3 years of public accounting experience, or equivalent experience Bachelor’s degree in Accounting or related field Moderate tax code knowledge and general accounting skills Obtained or in the process of obtaining CPA and/or EA preferred Master’s degree in Tax 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 Core Competencies Demonstrates expertise in tax return preparation for high-net-worth individuals and businesses, with strong knowledge of tax codes and regulations. Capable of effective communication with clients regarding tax matters and maintaining data integrity in a fast-paced environment. #J-18808-Ljbffr Jobtailor