Tax Advisory Associate

Role Overview

• Create tailored tax plans to clients, and update those plans periodically as clients’ situations change
• Work directly with clients to gather data, resolve questions, and provide a best-in-class service, supporting the client engagements managed by Seniors, Managers, and Partners
• Research complex tax issues, citing the Internal Revenue Code and supporting sources, and provide recommendations for resolution
• Adhere to professional ethics of the firm and AICPA, including policies regarding client confidentiality
• Build a deep understanding of real estate concepts and transactions, taxation regulations and strategies, and general accounting knowledge
• Assist in various projects throughout the year designed to enhance client/employee experience

Requirements

• Bachelor's or Master’s degree in Accounting/Tax
• Minimum of 2 years of relevant professional experience
• CPA or EA certification preferred; must be eligible to sit for exams