Tax Advisor

Description:

Our Tax Associates work closely with our Client Account Managers to assist in servicing our clients needs. You will be and nbsp;responsible for preparing and reviewing individual fiduciary entity and gift tax returns and nbsp;and generating tax planning strategies for our clients.

Other responsibilities include and nbsp;tax research legislative and regulatory monitoring presentation of complex strategies and nbsp;to clients and their account managers and assuring the quality of our tax deliverables.

Requirements:

• Facilitate and manage the and nbsp;preparation of and review client individual income trust gift and entity tax returns and nbsp;timely and accurately.
• Collaborate with other members of the tax and planning teams on general planning strategies for our clients.
• Present or support and nbsp;presentation of complex tax strategies and nbsp;and issues to clients.
• Prepare and and nbsp;review quarterly/yearly tax projections.
• Collaborate and implement strategic tax planning for all necessary federal and state taxes.
• Maintain effective control procedures over all aspects of the tax process.
• Find and implement opportunities for process improvement in company tax procedures.
• Research summarize and amp; communicate tax matters including legislative and tax law changes and developments.
• Manage and facilitate IRS/state income tax audits: preparing responses creating schedules etc.

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance