[Hiring] Tax Associate @LitmanGerson Associates

Role Description

At LGA, our primary focus is on our people. As an Associate in LGA's Tax service line, you will gain hands-on experience working with one of our three specialized tax groups:

• Business Group: Focus on C-Corps, S-Corps, and Partnerships, handling tax filings for complex partnerships, multi-state businesses, and international operations, with minimal individual tax filings.
• Enterprise Group: Work with C-Corps, S-Corps, Partnerships, and related 1040s/1041s, preparing tax returns for owner-operated businesses in New England and their business owners.
• Private Client Group: Specialize in Personal, Trust, Estate, and Gift tax filings, serving high-net-worth individuals and their families, with limited entity return preparation.

Essential Job Duties:

• Prepare federal and state income tax returns, primarily for high net worth individuals, their families, trusts, and estates.
• Prepare, organize, and maintain client records and workpapers that accurately support the tax return and related engagement work.
• Collaborate with internal teams, conduct tax research, and apply tax laws and regulations to corporate, partnership, individual, estate, and trust tax filings.
• Assist with responses to client inquiries and tax notices under supervision.
• Conduct basic tax research and document preliminary findings and understanding of the law to be discussed with supervisor(s).
• Communicate timely with supervisor(s) regarding questions, issues, and identified matters to ensure resolution and that client deadlines and deliverables are met as well as personal goals for productivity.
• Proficiency in CCH Engagement, CCH Tax, Microsoft Office Suite, BNA IT Planner, CCH AnswerConnect, and other firm technologies to enhance client service and efficiency.
• Ongoing commitment to continuing education and professional growth, seeks out formal, self-study, and on-the-job training.
• Stay current with industry and tax regulation developments.
• Seek out regular evaluations from supervisor(s).
• Demonstrate the ability to interact and communicate confidently and concisely with various levels of firm management in both written and verbal form.
• Produce high-quality work which adheres to the relevant professional standards.
• Prioritize and manage tasks while exercising professional skepticism.
• Exude intellectual curiosity, have strong analytical and attention to detail skills.
• Embrace new technological platforms and demonstrate a willingness to learn.
• Develop a more in-depth knowledge of federal, MA, and multi-state tax issues, generally able to complete more complex tax compliance projects with guidance.
• Apply accounting principles effectively, recognizing misapplications in client-prepared documents and communicating issues appropriately.
• Apply industry knowledge to multiple clients and consider issues from various perspectives.

Qualifications

• Bachelor's degree in Accounting, Taxation, or a related field.
• Master's degree in Accountancy or Tax or a plan to pursue preferred.
• CPA or EA certification or a plan to pursue preferred.
• 0-2 years' experience in a related field.

Requirements

• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, etc.).
• Experience with the CCH Suite of Products (ProSystem fx Tax, Engagement, Document, Portal) is a plus.
• Comfortable working in a technology-driven, paperless environment.
• Strong organizational skills, detail-oriented, and able to manage multiple deadlines.
• Ability to work with a sense of urgency and be flexible in tasks and time while managing your workload with adjustments to your schedule especially during peak workload times in the service line.
• Contributes to a positive and collaborative work environment by upholding the firm's vision and values.
• Respect for compliance and confidentiality.

Benefits

• The compensation range for this position is $70,000 - $90,000 annually. Actual pay will depend on various factors, including the scope and responsibilities of the role, the candidate's qualifications, skills, experience, and relevant certifications.

Work Environment and Special Physical Demands

• This job is performed in an office setting, indoors, and at times travel to one of the other firm locations is required.
• Dexterity of hands and fingers to operate a computer keyboard, mouse, and other machines.
• While performing the duties of this job, the employee is regularly required to stand and walk, talk or hear.
• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.
• Overtime may be required to meet project deadlines and support the team during traditional peak seasons.