Tax Preparer CPA Required
$55k - $80kMichael Page
Tax Associate
Our client is a highly regarded, independently owned wealth management and advisory firm serving high-net-worth individuals, families, and institutions.
Prepare and review federal, state, and local tax returns for individuals, trusts, and partnerships
Assist with quarterly tax estimates, extensions, and year-end tax planning strategies
Conduct tax research and analyze implications for client-specific scenarios
Support senior team members on complex tax engagements and client deliverables
Coordinate with wealth advisors, investment teams, and external partners to align tax strategies with financial plans
Maintain accurate tax records and ensure compliance with current regulations
Stay up to date on tax law changes and industry developments
MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.
Bachelor's degree in Accounting, Finance, or related field (CPA or progress toward CPA preferred)
- 1-3+ years of public accounting or relevant tax experience
- Exposure to high-net-worth individual and/or trust & estate taxation preferred
- Proficiency in tax software and Microsoft Excel
Comprehensive benefits package, including healthcare and retirement plans.
Hybrid work schedule!
If you're ready to take the next step in your career as a Tax Associate, we encourage you to apply today!
Sector: Tax
Sub Sector: Tax In House
Financial Services
Contract Type: Permanent
Vacancy posted 3 days ago
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