We are strategic investors in RIAs, providing value-added support, access to capital for growth, and succession planning
Senior Tax Associate
Location
United States
Posted
5 days ago
Salary
$90K - $105K / year
Job Description
Job Requirements
- A Bachelor’s degree in Finance or Accounting with 3+ years’ relevant experience.
- A demonstrated focus on preparing individual, fiduciary, partnership and S-corp tax returns with a primary focus on high-net-worth individuals and families.
- Superb written and verbal communication skills; strong problem solving, technology, communication and organizational skills.
- Proficiency in Microsoft Office applications, including Excel, and proven ability to learn other technology.
- Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills.
- Ability to work individually and in a team atmosphere.
- The willingness and ability to work additional hours, as needed, during busy season.
- CPA, CPA candidate or EA granting the ability to represent clients before the IRS.
- Experience preparing multi-state returns.
- Experience with ProSystem fx® Tax, CCH Axcess, CCH Workflow, Engagement and BNA Income Tax™ Planner
Benefits
- medical insurance
- dental insurance
- vision insurance
- life insurance
- 401(k) plan
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