Job Description

Job Description

Job Description

Fast-paced financial advisory firm seeking a tax planning advisor. Primary duties include tax planning and the annual preparation of various federal, state, local, and foreign income tax returns and tax estimates for a variety of taxpayers.

Requirements

• 4+ years of tax preparation experience
• Preference for someone with proven ability to perform tax return preparation using Intuit ProConnect or similar tax software
• Preference for someone with QuickBooks Online and Microsoft Office proficiency
• Demonstrate

• Prepare Federal and State tax returns for individuals
• Prepare Federal and State tax returns for C Corp, S Corp, Partnerships and Trusts
• Help advise high-net worth clients on a full spectrum of financial, tax and estate planning services
• Prepare tax projections, estimated payments and other necessary tax planning in conjunction with financial planning goals
• Gather information, research and respond to tax notices
• Bookkeeping, accounting and administrative responsibilities
• Review and analyze general ledgers and financial statements
• Work closely with clients to deliver timely and accurate financial and tax data
• Prepare and file various local compliance reporting as necessary

• Ability to work independently and communicate with reviewer and clients efficiently and effectively regarding discrepancies and misinformation
• Excellent problem solving skills including ability to research, comprehend tax regulations and tax issues, and apply to client situations
• Proactively communicate with clients and staff to build trust and foster meaningful relationships
• Candidate must be a self-starter who is motivated, analytical, organized, team oriented, and able to handle multiple projects and deadlines in a fast-paced environment
• Technical knowledge and understanding of current tax laws

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