High-Net-Worth Tax Associate; Trusts & Estates

About the Role:

We are seeking a highly motivated and detail‑oriented Experienced Tax Associate to join our growing public accounting firm. In this role, you will play a key part in providing tax compliance, planning, and advisory services to a diverse portfolio of clients, including individuals, corporations, partnerships, and trusts. You will work closely with senior team members and clients to ensure accuracy, efficiency, and compliance with tax regulations.

• Prepare and review federal and state tax returns for individuals, businesses, and other entities.
• Conduct tax research and stay updated on changes in tax laws and regulations.
• Assist in tax planning and strategy development to help clients minimize tax liabilities.
• Analyze financial data and ensure accuracy in tax reporting.
• Communicate effectively with clients and team members regarding tax‑related matters.
• Assist in responding to IRS and state tax notices, audits, and inquiries.
• Collaborate with senior accountants and managers to support client engagements.
• Maintain organized and up‑to‑date tax records and documentation.
• Identify opportunities for process improvements and efficiency in tax preparation.

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA license or progress toward certification is preferred.
• 1–3 years of tax experience in public accounting.
• Strong understanding of federal and state tax laws.
• Proficiency in tax software (e.g., Pro System fx, Lacerte, Ultra Tax) and Microsoft Office Suite (Excel, Word, Outlook).
• Excellent analytical, organizational, and problem‑solving skills.
• Strong communication and interpersonal skills.
• Ability to manage multiple deadlines in a fast‑paced environment.
• High level of attention to detail and accuracy.