Tax Associate

Tax Associate with a mid-sized financial planning and wealth management firm.

Responsibilities

• Prepare a variety of tax returns including Individual, Partnership, C-Corp, S-Corp, and Trusts

• Prepare detailed projections on a quarterly and year end basis

• Prepare and complete income allocation workpapers

• Prepare tax payment and refund summaries

• Prepare calculation of book/tax differences

• Assist in developing business and investment strategies for an optimized after-tax return for a client

• Ensure that business and personal tax-return preparation meets all regulatory requirements

• Work with the tax team to ensure compliance and best practices are being utilized

• Maintain and develop relationships with existing and new clients by providing exceptional client service and advice

• Seek opportunities for tax saving strategies for businesses including retirement plan contributions, QBI planning, etc

• Conduct research on tax compliance issues at the state and federal levels

Requirements

• Bachelor’s degree in Accounting required. Master’s degree a plus

• 1-3 years of Tax experience at a public accounting firm. Big 4 experience a plus

• CPA progress a plus

• Extensive knowledge of accounting methods and tax laws

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  Apply email: indeed@aquantusllc.com