Responsibilities:
- Learn and discuss tax concepts with the engagement team and client management.
- Stay informed of current tax developments and apply tax knowledge to client situations.
- Analyze client tax situations and develop effective tax strategies.
- Communicate concepts effectively and contribute to team goals.
- Prepare tax returns for various entities, including Partnerships, LLCs, S and C Corps, Trusts, and High Net Worth individuals.
- Complete quarterly and annual tax projections for corporations and individuals.
- Prepare internal research memos to assist executives in decision-making.
- Participate in engagement planning and client interactions as required.
- Bachelor's degree in Accounting or a related field.
- Two years of relevant experience in tax preparation and planning.
- Professional services experience preferred.
- Must be eligible to sit for the CPA exam and obtain CPA certification within 18 months.
- Exposure to federal income taxation preferred.
- Strong ability to learn new information and actively contribute to tax solutions.
- Competitive salary: $60,000.00 - $70,000.00 per year.
- 401(k) matching.
- Medical, Vision, and Dental Insurance with employer contribution.
- Disability Insurance and Life insurance.