Tax Associate

Tax Associate Overview

• The Tax Associate will provide comprehensive tax and family office services to a diverse, prestigious client base.
• Collaborate in a hybrid work environment, ensuring work-life balance and career development opportunities.
• Support clients with tax strategy, estate planning, and philanthropic initiatives, leveraging cutting-edge tools and methodologies.
• Engage in a supportive, purpose-driven environment fostering professional growth and innovation.
• Contribute to the firm's culture through committees and initiatives shaping its mission.
• Access competitive benefits including flexible PTO, medical coverage, and education support.
• Work with ultra-high net worth families, foundations, and endowments, navigating complex financial landscapes.
• Utilize AI-powered productivity tools to enhance efficiency and collaboration in tax services.

Tax Associate Key Responsibilities & Duties

• Prepare tax returns, projections, and work papers for various entities including partnerships, trusts, and individuals.
• Conduct in-depth tax research to provide tailored insights for client situations.
• Develop deliverables for quarterly client meetings across tax, philanthropy, and insurance service areas.
• Participate in scheduling meetings to ensure efficient workflow management.
• Present on tax technical topics, staying updated on current industry trends and practices.
• Manage multiple assignments, ensuring timely communication and project completion.
• Support family office duties as assigned, contributing to overall client satisfaction.
• Utilize AI-powered tools to enhance collaboration and work quality in tax services.

Tax Associate Job Requirements

• Bachelor’s degree in accounting or related field; graduate degree preferred.
• 150 credit hours required to sit for CPA exam; CPA certification desirable.
• Minimum of 2 years’ public accounting experience; 3 years preferred.
• Experience serving high-net-worth families or family office services is advantageous.
• Proficiency with AI-powered productivity tools for efficiency and collaboration.
• Strong knowledge of tax regulations and compliance standards.
• Excellent organizational and communication skills for managing multiple assignments.
• Ability to work in a hybrid environment, balancing in-office and remote tasks effectively.