Tax preparers - accounting

Tax Associate

The Tax Associate position is a great entry level position to start your career in tax. You will be integrated into the Family Office. Working closely with CPAs, Accountants, and Financial Advisors will broaden your knowledge about tax accounting and the important relationship tax accounting has with financial services. In addition to completing tax analysis and preparing tax projections and returns you’ll collaborate with the other specialists to find opportunities for your clients.

Essential Job Functions

Analyze Tax Liability

Prepare Tax Projections

Meet assigned goals

Attend meetings and trainings

Work with the Tax Team to assist in servicing clients

Comply with all industry rules and regulations

All other task assigned

Education/Knowledge & Skills

Ability to effectively manage competing priorities

Strong sense of professional and personal accountability

Basic computer skills and experience with Microsoft Office applications

Strong written and verbal communication skills

Strong work ethic

Highly motivated and a self-starter

Strong leadership qualities and an entrepreneurial spirit

Bachelor's Degree in Accounting, Finance, or related field preferred

Ability to obtain Enrolled Agent designation

Ability to obtain active Preparer Tax Identification Number (PTIN)

Benefits

Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending

Eligibility Requirements Vary

The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.

#J-18808-Ljbffr