Tax Associate

Responsibilities

• Prepare tax returns for high-net-worth individuals, trusts and businesses
• Create quarterly estimates and projections
• Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients
• Coordinate with tax support staff to ensure timely workflow practices and data integrity
• Work with tax staff to respond to tax notices and initial preparation of correspondence
• Stays up to date on tax law and any changes
• All other duties as assigned

• Bachelor’s degree in Accounting or related field
• Working knowledge of tax preparation, preferably 1-3+ years of experience working in public accounting
• Obtained or plan to obtain CPA or EA, a plus
• Experience with CCH, including Axcess, Workflow and Practice, and Safe Send, a plus
• Highly organized and tax-oriented
• Ability to handle a large volume of activities at one time
• Ability to communicate concepts to clients and advisors in concise and understandable fashion
• Must be detail-oriented and have excellent time-management skills