Senior Associate, Tax preparing personal, fiduciary, S-Corporation, and various tax returns. Collaborating with tax team and wealth management teams to ensure compliance and client satisfaction.
Responsibilities
Build and maintain client relationships aimed at client retention; support clients as it relates to planning, projects and compliance requirements
Prepare tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers and financial statements
Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
Attend and participate in learning opportunities through client meetings, associate meetings and internal resources made available through compliance, practice management, etc.
Respond to inquiries from the IRS and other taxing authorities, research supervised technical matters for complex tax needs and updates to regulations
Present complete, timely and accurate client deliverables
Compliance to the Firm’s quality control standards
Additional projects, furthering the service of clients, as needed
Requirements
Bachelor’s degree, Accounting
3+ years of related experience
Proficiency in Microsoft Office including Word, Outlook, and Excel
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