Senior Tax Associate

TaxTaxFull TimeRemoteTeam 1,001-5,000H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

21 days ago

Salary

$90K - $105K / year

Bachelor Degree3 yrs expEnglish

Job Description

• Tax planning and preparation for high-net-worth individuals and their related entities. • Performing first reviews on certain individual and fiduciary returns. • Ensuring compliance with all federal and state filing requirements on behalf of clients. • Acting as a resource to business management teams for tax planning, tax research, and ongoing education of tax-related developments. • Assisting Tax Managers with regularly educating permanent and seasonal tax preparation staff. • Assisting with communicating relevant tax developments to clients through newsletters, social media, and/or other communications.

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.
  • Preferred qualifications: 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

  • Annual cash bonus
  • Comprehensive benefits package

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