Role Description
Our Tax Department is currently seeking an Experienced Tax Associate. The ideal candidate should have relevant experience, a solid educational background, and a strong interest in pursuing a public accounting and tax career. They must be able to perform their duties with precision and accuracy.
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Prepare and assist with multi-state and federal income tax returns for high-net-worth individuals, corporations, partnerships, entities, estates, and trusts.
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Support Senior Staff and Managers with year-end projections and quarterly estimates.
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Assist with new tax compliance approaches from reviews to analysis.
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Conduct thorough research and remain up to date with tax laws.
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Liaise regularly with senior staff, managers, and clients while maintaining strong verbal and written presentation skills.
Qualifications
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2-3 years of public accounting and tax-related experience.
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Ability to prepare a working trial balance and make year-end adjusting entries.
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A broad understanding of tax law with specialized knowledge in one or more areas, such as individual and corporate taxation of pass-throughs, estate and gift tax, investment advisory, and financial planning.
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Experience preparing tax returns for high-net-worth individuals, corporations, partnerships, LLCs, and trusts is preferred.
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Experience in non-profit organizations is an added advantage.
Requirements
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Bachelor's degree in Accounting, Finance, or other business-related fields.
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CPA eligible or in the process of obtaining a CPA certification.
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Proficiency in Excel and Word is required; experience with tax software (e.g., CCH Axcess) is preferred.
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Excellent research, writing, verbal, and written communication skills required.
Benefits
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Comprehensive medical, dental, and vision insurance.
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Retirement savings, life and disability insurance.
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Profit sharing and 401(k) match.
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Certification incentives and education assistance.
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Referral program and more.
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Market-leading benefits, including paid parental leave, generous holiday and PTO pay, and overtime pay.
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Fun intangible perks such as our annual ski/camping trip, black-tie holiday party, quarterly departmental mixers (travel stipend included), and paid continuing education.