Senior Tax Associate
Core
Prepare and deliver income tax returns, projections, and analysis for high-net-worth individuals, trusts, and businesses.
Role type
Senior Tax Associate (IC)
Builds
Tax compliance services for high-net-worth clients
Domain
Financial services / Tax
Required skills
Individual and entity tax preparation, Tax research, Tax law updates, Client communication, Multi-tasking, Time management
Preferred skills
CPA or EA, Master's in Tax, CCH Axcess/Workflow/Practice/SafeSend
Technologies
CCH Axcess, CCH Workflow, CCH Practice, CCH SafeSend
Responsibilities
Prepare tax returns for high-net-worth individuals, trusts, and businesses; Create quarterly estimates and projections; Communicate with clients on tax return delivery; Perform tax research; Respond to tax notices and prepare correspondence; Stay updated on tax law changes and communicate effects to clients
Seniority
Senior, hands-on IC
