Senior Tax Associate at Earned Wealth preparing and reviewing tax returns for various entities. Engaging with clients and delivering exceptional service to maximize financial outcomes.
Responsibilities
Prepare and analyze client financial statements.
Client tax onboarding.
Prepare income tax returns for corporations, partnerships, individuals, and trusts based on source documents prepared both internally and provided to us by clients.
Meeting preparation for client meetings along with subsequent follow-up items.
Prepare client tax projections for estimated tax payments and future tax liabilities.
Prepare tax notice resolution package.
Prepare government audit responses.
Consistently remain alert to client satisfaction, address client needs, with timely follow-up and communicate appropriate information to engagement advisors and personnel.
Possess excellent organizational and problem-solving skills and the ability to independently prioritize multiple tasks.
Thrive in a high performing, fast-paced environment, maintaining composure and focus under pressure and deadlines.
Be detail-oriented and flexible to learn.
Strong collaboration skills.
Requirements
CPA or EA Certification with a bachelor’s degree in accounting, finance, or related field
3-5 years of experience in tax preparation for individuals, S-Corps, C-Corps, LLCs, trusts, and estates
Prior bookkeeping experience is a plus
Tax code knowledge required
Experience with QuickBooks and QuickBooks Online
Bilingual in Hindi or Punjabi is a plus
Benefits
An attractive total compensation package
Employer-sponsored health insurance (medical, dental, vision)
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