Experienced Tax Associate – Entity

Role Overview

• Manage and develop income tax and financial planning clients
• Reviewing very complex Individual and Entity Tax Returns
• Preparing year-end projections
• Conducting research on various Tax issues
• Mentoring Associates and providing guidance on Tax issues
• Liaising with Managers and Clients
• Maintaining presentation skills (oral and written)

Requirements

• 2+ years of public accounting experience
• Must have entity experience (Corporations, Partnerships, and LLCs, Trust Preparation experience)
• Ability to prepare working trial balance and year-end adjusting entries
• Possess a broad understanding of Tax Law with specialized knowledge in a particular area(s) of individual, corporate, taxation of pass-throughs, estate and gift tax, investment advisory, and/or financial planning
• High Net Worth Individual, Corporations, Partnerships, LLCs, and Trust Preparation experience (Non-profit experience is a plus)
• Ability to prepare working trial balance and year-end adjusting entries
• Excellent research, writing, verbal, and written communication skills required.