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Job Description
Job Responsibility:
Prepare tax returns and projections for more complex high net worth individual, trust, fiduciary, and gift tax returns.
Prepare federal and state quarterly estimated payments.
Assist with Tax Audits.
Check tax returns prepared by assigned Tax staff in the team and make necessary recommendations regarding accuracy, efficiency, and applicable tax savings opportunities.
Function as lead individual contributor on various tax projects as appropriate.
Ability to oversee, train and coach other tax associates and interns on assignments and assess their performance.
Gain continuous level of increased compliance responsibility in the review process.
Research and consult with Supervisors and above on various client-related tax matters.
Effectively communicate with CPA client firm and build strong relationship.
Requirements:
CPA/EA and/or CA preferred (or in process)
3+ years of public tax accounting experience, preferably in a mid- firm
Excellent written and verbal communication skills
Possess knowledge of federal, state, and local tax laws corporate, individual, trust, gifts, and partnership taxation
Responsive to clients
