Senior Tax Associate
Core
Prepare and review complex Federal and state income tax returns for high-net-worth individuals, including Individual, Business, Estate, and Gift Tax returns.
Role type
Senior Tax Associate (return signer)
Builds
Accurate tax returns and year-end benefit calculations for high-net-worth clients
Domain
Tax services for high-net-worth individuals and entities
Required skills
UltraTax proficiency, complex tax return preparation, year-end calculations, quarterly tax projections, client communication, document coordination
Preferred skills
CPA or EA designation, SurePrep experience, Fixed Assets CS experience, tax research experience
Technologies
UltraTax, SurePrep, Fixed Assets CS
Responsibilities
Prepare and review complex Federal and state income tax returns; Assist in preparation of 1099s and year-end benefit calculations; Prepare and review quarterly tax projections; Coordinate document needs; Answer client questions and resolve inquiries
Seniority
Mid-level, individual contributor
