Tax Associate

Overview Company Overview: A leading integrated fee-only RIA in the United States, this firm provides comprehensive wealth management solutions to high-net-worth and ultra-high-net-worth clients. They are seeking a Tax Associate to join their team, focusing on delivering exceptional client service and supporting tax planning and compliance efforts. Responsibilities Prepare individual, trust, estate, gift, foundation, and business tax returns on a timely basis Review tax source documents and data pushed through OCR for accuracy Conduct tax research to support tax planning and compliance efforts Stay current on new tax legislation and tax reform Assist with handling Federal and State Tax notices Maintain detailed and organized tax files, including documenting all relevant information and supporting documents for tax returns Collect and input relevant financial records into tax return software or databases Analyze tax data submitted by clients to maximize the outcome to the client Support the tax planning process for clients and members of the Tax team Qualifications BA/BS degree in accounting from an accredited college/university required; master’s in taxation or accountancy preferred Active CPA licensed or seeking CPA license preferred 1 to 3 years of prior work experience as a tax preparer preferred, but not required (Big 4 Experience Preferred) Proficient in MS Word, Excel, Outlook and tax applications (e.g. CCH Axcess) Solid accounting and knowledge of tax laws and regulations in general #J-18808-Ljbffr