Senior Tax Associate

Responsibilities

• Prepare tax returns for high-net-worth individuals, trusts and businesses
• Create quarterly estimates and projections
• Responsible for clear & concise communication with clients on all matters related to delivery of income tax returns
• Perform tax research
• 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, as well as communicate the effects of the law changes to clients
• All other duties as assigned

• Minimum of 1-3 years of public accounting experience, or equivalent experience
• Bachelor’s degree in Accounting or related field
• Moderate tax code knowledge and general accounting skills
• Obtained or in the process of obtaining CPA and/or EA preferred
• Master’s degree in Tax 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

Demonstrates expertise in tax return preparation for high-net-worth individuals and businesses, with strong knowledge of tax codes and regulations. Capable of effective communication with clients regarding tax matters and maintaining data integrity in a fast-paced environment.