Experienced Tax Associate
Overview
The organization is seeking an Experienced Tax Associate to join its Tax Department. This role will support tax compliance and consulting work for a range of entities and clients, with opportunities to research and apply tax law while assisting senior team members and clients.
Location: Remote/Hybrid
Responsibilities
- Prepare and assist with multi-state and federal income tax returns for high-net-worth individuals, corporations, partnerships, LLCs, entities, estates, and trusts.
- Support Senior Staff and Managers with year-end projections and quarterly estimates.
- Assist with new tax compliance approaches, from reviews to analysis.
- Conduct thorough tax research and remain up to date with applicable tax laws.
- Liaise regularly with senior staff, managers, and clients, maintaining strong verbal and written presentation skills.
- Prepare working trial balances and make year-end adjusting entries.
Requirements
- 2-3 years of public accounting and tax-related experience.
- Ability to prepare a working trial balance and make year-end adjusting entries.
- Broad understanding of tax law, with specialized knowledge in one or more areas, such as:
- Individual and corporate taxation of pass-throughs
- Estate and gift tax
- Investment advisory
- Financial planning
- Educational requirements:
- Bachelor’s degree in Accounting, Finance, or other business-related fields
- CPA eligible or in the process of obtaining a CPA certification
- Proficiency in Excel and Word required; experience with tax software (e.g., CCH Axcess) preferred.
- Excellent research, writing, verbal, and written communication skills required.
Preferred Qualifications
- Experience preparing tax returns for high-net-worth individuals, corporations, partnerships, LLCs, and trusts.
- Experience with non-profit organizations.
Compensation & Benefits
Annual salary target: $65,000 - $85,000
- Specific compensation will be determined based on market demand, education, experience, and skill set.
In addition to base pay, benefits include:
- Medical/dental/vision insurance
- Profit-sharing plan contributions
- 401(k)-match plan
- Paid parental leave
- Generous holiday and PTO pay
- Overtime pay
- Certification incentives
- Education assistance / paid continuing education
- Life and disability insurance
- Referral program
Additional Information (AI Use in Hiring)
Artificial intelligence (AI) tools may be used to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools support the recruitment team but do not replace human judgment; final hiring decisions are made by humans.