Senior Tax Associate

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Requirements:

• 2 - 3+ years experience with preparation and/or review of high-net-worth individual, trust, estate and gift returns.
• 3-5 years of tax prep & review experience.
• Excellent project management, analytical, interpersonal, and communication skills.
• Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines.

Responsibilities:

• Apply tax knowledge to preparation and review of individual, trust, estate and gift returns.
• Work effectively in analyzing estate and trust documents.
• Gather data from client and third party sources.
• Perform research as needed to support tax stances and to satisfy client's objectives.
• Client management and participation in business development.