Tax Associate

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Summary

Looking for a Tax Associate to join the team.


Company Information:

Advisory firm


Job Description:

• Assisting in the research of complex tax issues and in the development of quality, practical income tax planning services. Working within a small team environment to deliver integrated family office services to clients.
• Aid in the preparation of various time-sensitive client requests and planning opportunities.
• Facilitating communications and providing ample assistance to team members by sharing knowledge to develop professionally and enhance service delivery. Maintaining a personal commitment to continuing education.
• Contributing to a flexible, stable, and team-oriented working culture that fosters professional development.

Contributing to client satisfaction by providing timely and effective responses to client needs and concerns, thereby enhancing long-term working relationships with clients.

Preparing and self-reviewing work products for completeness and accuracy, and preparing them for client delivery.  Work product focus will include a concentration on high net worth individuals and fiduciary tax.

Preparing work papers based on professional standards.  Processing data and converting it to a reviewable product.


Requirements / Qualifications:

• MBA or MS in Taxation
• CPA or CPA exam parts passed
• Other competencies including pass through, gift tax or not for profit
• Knowledge of Prosystems Engagement tool

• Bachelor’s degree in Accounting
• 2-3 years of related work experience in a tax or family office practice; an emphasis on individual and fiduciary experience
• A commitment to learning and developing in an exacting tax environment within a growth business
• Excellent interpersonal, analytical, and problem-solving abilities.
• Strong written and verbal communication skills.
• Proficiency in compliance technology applications including Pro Systems, BNA Income Tax planner and Microsoft products.

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