Federal Tax Associate (Fall 2027/Winter 2028)
Core
Prepare federal and state/local tax returns and conduct tax planning for high net worth families, closely held businesses, estates, trusts, and private foundations.
Role type
Associate tax professional (entry-level)
Builds
Tax returns and compliance documentation for private client service clients
Domain
Professional services / Taxation
Required skills
Tax return preparation, tax planning, tax research, entity structure reporting, tax legislation tracking, written documentation, client relationship management
Preferred skills
CPA, JD, Enrolled Agent designation, LL.M. in Taxation, Master's in Taxation
Responsibilities
Prepare federal and state & local tax returns, complete tax planning and research, develop understanding of entity structure reporting requirements, write memoranda on complex tax issues, stay current on tax legislation for private clients
Seniority
Entry-level (Intern/Associate)