About this role
Role Overview
- Preparation of federal and multi-state income tax returns.
- Partner closely with high-net-worth individuals, large family groups, and family offices to handle tax work papers for their businesses, investments and estate planning entities.
- Prepare tax accounting adjustments and financial statements for individuals, corporations, partnerships, trusts, and estates.
- Prepare personal, corporate, partnership, and estate/trust tax returns of varying complexity.
- Prepare payroll tax returns for state and federal reporting.
- Understand client tax issues and situations and assist with tax research.
- Identify and recommend tax strategies that better position a client’s understanding of tax law.
- Correspondence with tax authorities, and/or IRS inquiries.
- Draft responses to governmental queries, notes, or mandates.
- Assist other team members with accounting responsibilities, as necessary.
- Uphold the firm's code of ethics and business conduct.
Requirements
- Bachelor's degree in Accounting, Finance, or related field from an accredited institution strongly preferred.
- 3+ years of experience preparing complex tax returns within a tax department in a public accounting, business management, or tax advisory firm.
- Experience working with tax preparation software such as BNA and CCH Axcess.
- CPA, EA, or JD license preferred.
Benefits
- Accrue 15 PTO days annually
- 401k Match
- 10 Paid Holidays and 1 Floating Holiday
- Medical, Dental and Vision coverage
- Flexible Spending Account
- Basic Life and AD&D
- Voluntary Life and AD&D
- Long Term Disability
- Voluntary Critical Illness and Cancer, Hospital Indemnity and Accident Coverage
- Genetic Screening and Cancer Support
- Pet Insurance