Associate, Tax

As a tax associate, you will work directly with the tax team to create personal, Fiduciary, S-Corporation, partnership, private foundation and gift tax returns. The successful tax associate will be a tax enthusiast, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally.

Responsibilities

• Prepare tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers and financial statements

• Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees

• Present complete, timely and accurate client deliverables in an efficient manner

• Attend and participate in learning opportunities through associate meetings and internal resources made available through compliance, practice management, etc.

• Respond to inquiries from the IRS and other taxing