Tax Associate - job 2 of 2
Skills
- Working knowledge of tax preparation and compliance
- Experience with UltraTax and Sureprep software
- Strong organizational and detail-oriented skills
- Ability to manage multiple tasks in a fast-paced environment
- Excellent communication skills to explain concepts clearly to clients and advisors
- Time management proficiency
Responsibilities
- Prepare tax returns for high-net-worth individuals, trusts, and businesses
- Create quarterly tax estimates and projections
- Respond timely and accurately to tax questions and analysis requests from clients and advisors
- Coordinate with tax support staff to ensure workflow efficiency and data integrity
- Assist in responding to tax notices and drafting correspondence
- Stay current on tax law and regulatory changes
- Perform other assigned duties as needed
Education
- Bachelor’s degree in Accounting or related field
Benefits
- Company Paid Basic Life & AD&D Insurance
- Short-Term and Long-Term Disability Insurance
- Supplemental Insurance options including Accident and Critical Illness
- Multiple Medical insurance plans including HDHP and traditional co-pay
- Health Savings Account (HSA) with company contributions
- Dental and Vision insurance plans
- Dependent Care Savings Account
- 14 Company Paid Holidays plus full week off at Thanksgiving
- Generous paid time off for vacation and sick leave
- Employee Assistance Program
- Family Medical and Paid Parental Leave
- Adoption Assistance Reimbursement
- Concierge Services for family caregiving needs
- 401(k) plan with company match
- Pet Insurance
Average salary estimate
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