Tax Associate

About the Role:

We are seeking a Tax Associate to support tax planning and compliance engagements for high net worth individuals families trusts estates gift tax matters and closely held businesses. This role provides the opportunity to build technical expertise in individual and fiduciary taxation while preparing complex tax returns conducting tax research and collaborating with experienced tax professionals to deliver exceptional client service. This position is ideal for candidates with public accounting experience who are looking to advance their career in tax advisory and compliance.

Responsibilities:

• Prepare federal state and local tax returns for high net worth individuals pass through entities trusts estates and gift tax engagements.
• Assist with tax planning and compliance projects involving individuals fiduciaries and closely held businesses.
• Conduct tax research on federal state and local tax issues and summarize findings for senior tax professionals.
• Communicate with engagement teams to gather information resolve tax issues and ensure timely completion of client deliverables.
• Maintain organized workpapers and supporting documentation in accordance with professional and regulatory standards.
• Support the identification and implementation of tax planning opportunities for clients.
• Assist with practice development initiatives process improvements and efficient service delivery.
• Stay current on tax legislation regulatory developments and industry trends affecting individual trust estate and gift taxation.

Qualifications:

• Bachelors degree in Accounting Tax Finance or a related field.
• Minimum of 1 year of U.S. tax compliance or tax consulting experience in a public accounting environment.
• Eligible to sit for the CPA examination.
• Working knowledge of individual income tax trust estate gift and pass through entity taxation.
• Strong analytical organizational and problem solving skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities meet deadlines and work effectively in a collaborative environment.
• Must be legally authorized to work in the United States without current or future employer sponsorship.

Desired Qualifications:

• Masters degree in Accounting Taxation or a related discipline.
• CPA license or active progress toward CPA certification.
• Experience preparing tax returns for multiple entity types including partnerships S corporations trusts and estates.
• Familiarity with professional tax preparation and tax research software.
• Strong client service skills with the ability to build effective working relationships across engagement teams.