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Responsibilities:
Core Attributes and Competencies:
Skills and Experience:
- Employment
- Temporary
About the role
Responsibilities:
- Deliver high quality tax planning and compliance services
- Input data, prepare, and review federal, state, and local income tax returns for individuals (medium and high net worth), trusts, and small businesses
- Work closely with financial advisors to prepare client tax projections through a thoughtful, insightful process
- Ensure coordinated tax planning services and information delivery
- Prepare internal memoranda, written correspondence and guidance, and other documents for submission to the IRS or other tax authorities
- Proactively connect with clients to gather and clarify information
Core Attributes and Competencies:
- Independent yet collaborative approach to teamwork, contributing to a cohesive client experience
- Flexible and open to working across the firm on diverse assignments
- Strong communication and relationship-building skills with colleagues and clients
- Desire to grow within the firm and continually deepen expertise in tax preparation and planning
- Detail-oriented with a balanced focus on both quality and efficiency
- Skilled tax researcher who enjoys uncovering solutions to complex client needs
- Self-starter with curiosity, creativity, and a commitment to exceeding expectations
Skills and Experience:
- Bachelor’s degree in accounting, business, or finance required
- CPA or EA designation preferred but not required
- Three years of experience in tax services
- Outstanding detail orientation and communication skills
- Strong computer desktop skills are required (e.g., MS Word, MS Excel, etc.) as well as tax software (CCH ProSystem, UltraTax, etc.); experience with QuickBooks preferred
- Demonstrated job stability
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