Associate II – Family Office, Tax Services

Responsibilities

• Preparation of individual, trust, gift, partnership, corporate, and S-corporation tax returns, extensions, and quarterly estimates
• Reconcile retained earnings, analyze general ledgers, and prepare appropriate journal entries
• Prepare year-end individual tax projections and year-end close-outs of loan-out corporations
• Expand technical skills in tax areas relevant to the entertainment industry and high-net-worth individuals and families
• Review federal and state tax notices received by clients and correspond with taxing authorities in response to notices
• Assist with compiling information in preparation for governmental audits
• Prepare financial statements for high-net-worth clients, including recording investment activities from brokerage accounts
• Manage time efficiently and handle multiple tasks simultaneously with minimal supervision
• Develop strategic tax planning and tax research skills

• Bachelor's degree in Accounting, Tax, Finance, or related field
• Minimum of 1 year of experience in U.S. tax consulting and/or compliance within a public accounting environment
• Master's degree in Accounting or Taxation (preferred)
• CPA eligible