Senior Tax Associate

Responsibilities Prepare Federal and multi-state tax returns for individuals, trusts, estates, non-profit organizations, and pass-through entities. Nice to Have High Net Worth or Family Office client experience.

Responsibilities

• Prepare Federal and multi-state tax returns for individuals, trusts, estates, non-profit organizations, and pass-through entities
• Prepare gift tax returns
• Prepare quarterly and year-end tax projections
• Prepare and maintain tax workpapers
• Communicate with clients via phone and email to request information
• Research Federal, state, and cross-border tax issues

Requirements

• Bachelor’s degree in Accounting, Finance, and/or Taxation
• 3+ years of public accounting tax experience
• Strong working knowledge of Microsoft Office Suite
• Strong verbal and written communication skills

Nice to Have

• High Net Worth or Family Office client experience
• Trust, estate, and gift tax experience
• Proficiency with GoSystem Tax RS

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