Senior Tax Associate

📋 Description

• Tax strategy development and preparation for affluent individuals and their associated entities.

• Conducting initial reviews of select individual and fiduciary tax returns.

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

• Serving as a resource for business management teams regarding tax planning, tax research, and the ongoing education of tax-related updates.

• Supporting Tax Managers in regularly training both permanent and seasonal tax preparation personnel.

• Assisting in disseminating pertinent tax updates to clients via newsletters, social media, and other communication channels.

⛳️ Requirements

• A Bachelor’s degree in Finance or Accounting with over 3 years of relevant experience.

• A proven focus on preparing individual, fiduciary, partnership, and S-corp tax returns, particularly for high-net-worth individuals and families.

• Excellent written and verbal communication skills; strong problem-solving, technological, communication, and organizational abilities.

• Proficiency in Microsoft Office applications, especially Excel, with a demonstrated capability to learn new technologies.

• Exceptional attention to detail, proactive follow-through, and excellent time management and organizational skills.

• Ability to work independently as well as collaboratively within a team environment.

• Willingness and ability to work additional hours during peak season as required.

🏝️ Benefits

• Annual cash bonus

• Comprehensive benefits package