Senior Tax Associate
New
F
Focus Partners WealthWealth Management
RemoteFull-TimeSenior
Salary90,000 - 105,000 USD per year
Apply NowOpens the employer's application page
Job Details
- Experience
- 3+ years
- Required Skills
- Microsoft ExcelAccountingFinance
Requirements
- Bachelor’s degree in Finance or Accounting
- 3+ years of relevant experience
- Demonstrated focus on preparing individual, fiduciary, partnership and S-corp tax returns
- Primary focus on high-net-worth individuals and families
- Superb written and verbal communication skills
- Strong problem solving and organizational skills
- Proficiency in Microsoft Office applications, including Excel
- Proven ability to learn other technology
- Willingness and ability to work additional hours during busy season
Responsibilities
- Tax planning and preparation for high-net-worth individuals and their related entities.
- Performing first reviews on certain individual and fiduciary returns.
- Ensuring compliance with all federal and state filing requirements on behalf of clients.
- Acting as a resource to business management teams for tax planning, tax research, and ongoing education of tax-related developments.
- Assisting Tax Managers with regularly educating permanent and seasonal tax preparation staff.
- Assisting with communicating relevant tax developments to clients through newsletters, social media, and/or other communications.
View Full Description & ApplyYou'll be redirected to the employer's site
