Senior Tax Associate

This is a fully remote position, open to applicants in United States.

📋 Description

• Tax strategy development and execution for affluent individuals and their associated entities

• Conducting initial reviews of select individual and fiduciary tax returns

• Guaranteeing adherence to all federal and state filing obligations on behalf of clients

• Serving as a resource for business management teams in tax strategy and research

• Supporting Tax Managers in training tax preparation personnel

• Informing clients about pertinent tax changes and updates

⛳️ Requirements

• A Bachelor’s degree in Finance or Accounting

• Over 3 years of relevant professional experience

• Specialization in the preparation of individual, fiduciary, partnership, and S-corporation tax returns

• Excellent written and oral communication skills

• Strong analytical, technological, and organizational abilities

• Proficient in Microsoft Office suite, particularly Excel

• Capability to work independently as well as collaboratively within a team

🏝️ Benefits

• Annual cash bonus

• Comprehensive benefits package that includes medical, dental, vision, and life insurance

• 401(k) retirement plan