Tax Associate

Job Description

Job Description

The salary range for this position is $90,000-$100,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to View email address on click.appcast.io.

The Senior Tax Accountant will report to the Director of Tax and be responsible for tax compliance, research, planning, and strategy for a multitude of entities. The position will require someone that has excellent Excel skills, the ability to communicate effectively with non-tax individuals, and has critical thinking aptitude for complex and unique tax situations. The individual will also interact with investments, accounting, operations, philanthropy, and insurance specialists to provide tax insight on specific transactions.

Responsibilities:

Prepare federal, state, and local tax returns for partnerships, S-corporations/C-corporations, trusts, estates, foundations, gift tax, and high-net worth individuals Prepare and organize electronic tax workpapers from internal/external sources Prepare federal and state tax projections Calculate and prepare federal and state estimated tax payments Prepare federal and state extensions Maintain tax checklists and annual tax documentation Track tax basis of the various investments Create internal tax memos to support tax positions taken Respond to federal, state, and local tax notices Assist with information requests to/from family members Assist with tax audits, if applicable. Maintain current knowledge regarding changing tax laws and can research as appropriate Develop relationships with outside tax providers and trust companies Perform other duties as assigned

Requirements:

Bachelor’s degree in Accounting; CPA or MST preferred Minimum of 1-3 years of work experience, public accounting background a plus Advanced Excel skills required Knowledge of CCH Axcess Tax Strong tax technical, analytical, organization, interpersonal, project management, and communication skills

To apply to this hybrid role please send your resume to View email address on click.appcast.io.

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