Tax Associate

Tax Associate - Family Office Responsibilities

• Assist with the preparation and maintenance of tax-related schedules and analyses, including book-to-tax reconciliations, state tax analysis, trust tax return attributes, interest tracing, and distributable net income calculations.
• Support the calculation and documentation of quarterly estimated tax payments, use tax, and business income matters.
• Assist with the tracking, review, and reporting of Forms K-1 and other related forms for multiple taxpayers.
• Prepare Forms 1099 by compiling required data, performing vendor analysis, and supporting accurate information reporting.
• Maintain tax preparation fee schedules and provide related analysis and reporting as requested.
• Prepare miscellaneous tax and administrative forms.
• Prepare other reports and projects as requested and perform other duties as may be assigned.

• BA/BS in Accounting.
• 1-3 years of experience in a tax related role.
• Public accounting tax experience preferred.
• Strong technical and analytical skills.
• Understands and can effectively utilize tax preparation software.
• Ability to manage multiple projects with varying degrees of priority in a clear and concise manner.
• Strong Microsoft Office skills including advanced Excel knowledge and experience.
• Excellent verbal and written communication skills.
• Perform effectively in a team environment.