Overview In this role, you support the tax team to prepare and review complex returns, while expanding client service and advisory capabilities. You will address client questions, gather information, and perform research to ensure compliance and growth opportunities. You'll collaborate with senior leadership to broaden service offerings and advance your professional credentials in a supportive, growth minded firm.
Compensation / Benefits- Competitive base pay
- Partner Track
- Unlimited PTO
- Annual Bonus
- 401k with 4% match
- 1500 hour billable goal
Responsibilities- Assist tax team with preparation and review of complex individual and business tax returns
- Respond to routine client tax questions and collect information for tax filings
- Conduct tax research and complete special assignments as needed
- Identify opportunities to expand services to clients and inform senior management
- Support professional development and pursue relevant certifications
- Promote firm capabilities beyond tax compliance to clients when appropriate
Key requirements- 5+ years in public accounting with a taxation focus
- Experience with both individual and business tax; HNWI and/or trust/estate experience is a plus
- CPA or EA eligibility is required; certification preferred
- MS in Taxation is preferred but not required
- strong client service orientation
- effective communication with clients and team
- proactive problem solving
- tax preparation and review (individual and business)
- tax research
- knowledge of tax compliance processes
