Tax Associate

Tax Associate with a privately-held company.
 

Summary

The Tax Associate will work alongside upper management performing a mix of income tax compliance and tax planning/strategy duties.

Responsibilities

• Oversee timely completion of Federal and State partnership, corporation, trust & high-net-worth individual tax return preparation by outside CPA firms.

• Manage preparation of Federal and State investment entities, trusts and private foundations’ quarterly estimated tax payments and extensions.

• Manage inflow and outflow exchange of sourced documents, work papers and tax returns.

• Maintain Schedule K-1’s, Trial Balance, Brokerage Statements, and any other tax documents and account details.

• Ensure timely completion of Federal and State income tax return extensions and quarterly estimated tax payments.

• Prepare Federal and State tax projections.

• Perform research and analysis of tax impact from sales, purchases and other transactions as they arise.

Requirements

• Bachelor’s degree or higher in Accounting or Taxation.

• 1-4 years of income tax experience, with public accounting experience preferred.

• Knowledge of U.S. Federal and State income tax with experience in closely held businesses, including S-Corporations, personal holding companies, partnerships and LLC’s.

• Knowledge in corporate, individual, partnership, private foundations, trusts and estate and gift tax preferred.  

• Knowledge of CCH Axcess and BNA Income Tax Planner preferred.

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