Tax Associate

Overview

• Serve clients' tax and family office service needs with accuracy and timeliness.
• Contribute to a growing organization offering wealth management services to high-net-worth families.
• Engage in integrated planning across tax strategy, estate planning, and philanthropic initiatives.
• Participate in a supportive, purpose-driven environment fostering professional growth and collaboration.
• Utilize flexible benefits programs designed to support work-life balance.
• Collaborate with a team managing significant client assets and delivering tailored solutions.
• Contribute to shaping the firm's mission through committees and initiatives.
• Engage in hybrid work arrangements promoting flexibility and productivity.

Key Responsibilities & Duties

• Prepare work papers, tax projections, and returns for partnerships, trusts, individuals, and foundations.
• Conduct tax research to provide insights into specific client situations.
• Develop deliverables for quarterly client meetings across service areas.
• Participate in weekly scheduling meetings and manage multiple assignments.
• Present on tax technical topics from current selections periodically.
• Communicate project statuses effectively with team members.
• Assist with family office duties as assigned or needed.
• Support the firm's commitment to client service excellence and innovation.

Job Requirements

• Bachelor’s degree in accounting or related fields required.
• 150 credit hours preferred for CPA exam eligibility; graduate degree desirable.
• 2+ years of public accounting experience serving high-net-worth families preferred.
• Experience in family office services is advantageous.
• Strong knowledge of tax preparation and research methodologies.
• Ability to manage multiple assignments and meet deadlines effectively.
• Proficiency in communication and presentation skills for technical topics.
• Commitment to professional growth and contributing to a collaborative environment.