Experienced Tax Associate

Successful candidates should have the following:

• 2-3 years of public accounting and tax-related experience.
• Ability to prepare a working trial balance and make year-end adjusting entries.
• A broad understanding of tax law with specialized knowledge in one or more areas, such as individual and corporate taxation of pass-throughs, estate and gift tax, investment advisory, and financial planning.
• Experience preparing tax returns for high-net-worth individuals, corporations, partnerships, LLCs, and trusts is preferred. Additionally, experience in non-profit organizations is an added advantage

Educational Requirements:

• Bachelor's degree in Accounting, Finance, or other business-related fields
• CPA eligible or in the process of obtaining a CPA certification.
• Proficiency in Excel and Word is required; experience with tax software (e.g., CCH Axcess) is preferred.
• Excellent research, writing, verbal, and written communication skills required.

A day-in-the-life basic overview includes:

• Prepare and assist with multi-state and federal income tax returns for high-net-worth individuals, corporations, partnerships, entities, estates, and trusts.
• Support Senior Staff and Managers with year-end projections and quarterly estimates.
• Assist with new tax compliance approaches from reviews to analysis.
• Conduct thorough research and remain up to date with tax laws.
• Liaise regularly with senior staff, managers, and clients while maintaining strong verbal and written presentation skills.