Tax Associates serve as members of various client service teams with a focus on tax compliance for high net worth individuals and a variety of trust types.  Associates receive both formal and on-the-job training to expand and develop their technical skills. In addition to the preparation of tax returns, associates also participate in the tax planning and consultation process for clients. Tax Associates are also responsible for basic tax research.

 

Required Qualifications:

 

  • 1-3 years of trust and individual taxation experience
  • Knowledge of foreign reporting requirements a plus
  • Experience with BNA, CCH, Checkpoint or other tax research tools a plus
  • Strong computer skills with strengths in Microsoft Excel & other Microsoft Office products
  • Bachelor's degree in Accounting, Finance, Economics, or related degree and/or an advanced degree in Accounting, Taxation, JD or L.L.M.
  • A minimum GPA of 3.0; strong multitasking and organizational skills
  • Strong analytical skills with an ability to self-review with an attention to detail
  • Initiative to seek out opportunities in a fast-paced environment
  • Excellent communication skills, both written and verbal
  • Strong interpersonal skills, with an ability to interact with and gain the respect of all levels of internal and client personnel
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