Tax Associate

Tax Associate

Summary:

Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s character. The truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. We aim to help people live fulfilled, prosperous lives by being one of those inspired firms.

Come grow with us! a dynamic, comprehensive investment and wealth management firm, is seeking highly skilled individuals with the expertise to service the unique needs of high net worth individuals and families. We are one of top ranked independent investment advisers and repeatedly on the list of Top Companies to Work for. Our team approach focuses on providing excellent client service in a well reputed, fast paced environment.

The Tax Associate is an exempt client support position providing administrative, tax compliance, and fiduciary support. The Tax Associate’s primary responsibility is to coordinate and participate in client services within a team concept.

Duties and Responsibilities:

• Coordinates tax services for clients as part of a team model
• Analyzes and resolves basic client issues using sound judgment based on experience
• Updates client files and records as appropriate
• Prepares quarterly and annual tax income reports and provisions

• Bachelor’s degree in Accountancy from an accredited university
• Master’s degree in Tax preferred
• 1-3 years current public accounting experience including individual and trust taxation
• Actively working towards CPA certification
• Working knowledge of federal, state, and local income tax laws
• Proficiency in Word, Excel, PowerPoint, Outlook, CRM and tax preparation and research software.

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