Tax Associate
Core
Prepare complex Federal and state income tax returns, financial exhibits, and tax projections for high-net-worth individuals and business entities.
Role type
Tax Associate (Tax Preparer)
Builds
Accurate tax returns and financial analysis for high-net-worth clients
Domain
Taxation, Financial Services
Required skills
Complex tax return preparation, Financial exhibit creation, Tax projection analysis, Client meeting coordination, Income tax research, Year-end benefits calculation
Preferred skills
CPA or EA candidate status, CCH Axcess tax preparation software proficiency
Responsibilities
Prepare and review complex Federal and state income tax returns for high-net-worth individuals and business entities; Prepare financial exhibits and analysis including net worth statements and estate tax forecasts; Coordinate client meetings and manage daily client activities; Assist with income tax research and technical advice; Prepare and review quarterly tax projections and 1099s.
Seniority
Junior to Mid-level, individual contributor