Tax Associate

Overview

• Support ultra-high net worth individuals and families with tax planning, compliance, and projects.
• Prepare tax returns and related work papers adhering to department standards.
• Assist in filing tax forms, disbursements, and tracking assignment statuses.
• Research tax issues and provide accurate deliverables to senior team members.
• Engage in consulting projects and stay updated on tax law changes.
• Leverage continuing education opportunities to enhance tax expertise.
• Collaborate effectively in both remote and in-office environments.

Key Responsibilities & Duties

• Prepare individual, gift, and entity tax returns, including moderate to complex cases.
• Develop quarterly and annual income tax projections and related forms.
• Assist with consulting projects and contribute to tax-related research.
• Stay informed on tax law changes and apply knowledge to client deliverables.
• Utilize tax software programs and BNA Income Tax Planner effectively.
• Communicate effectively with team members and clients in hybrid work settings.
• Ensure meticulous attention to detail and adherence to deadlines.

Job Requirements

• Bachelor’s degree required; CPA, MBA, MST, CFP, JD, or PFS preferred.
• 2-4 years of experience in tax preparation and compliance.
• Proficiency in Microsoft Word, Outlook, Excel, and tax software programs.
• Strong organizational skills and ability to manage multiple priorities.
• Excellent written and verbal communication skills.
• High integrity, strong work ethic, and willingness to work extra hours.
• Flexible, reliable, and eager to learn and adapt.