Tax Associate

Key Responsibilities

• Aid in preparing federal, state, and local tax returns for partnerships, corporations, trusts, and individuals.
• Organize and reconcile tax data from financial statements, brokerage accounts, and Schedule K 1s.
• Support quarterly estimated tax calculations and tax projections.
• Conduct tax research on regulations and technical issues to ensure compliance.
• Absorb tax provision calculations and financial statement reporting.
• Prepare workpapers and documentation to support tax filings and audits.
• Maintain and update client or entity tax records and files.
• Collaborate with portfolio managers, accountants, and external advisors to gather required information.
• Stay current on changes in tax laws and regulations to ensure accurate application.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field required.
• 02 years of relevant experience (internship experience in tax or accounting preferred).
• Basic understanding of federal and state tax concepts and accounting principles.
• Proficiency in Microsoft Excel; experience with tax software is a plus.
• Progress toward CPA or intention to pursue CPA certification preferred.

Key Skills

• Strong analytical and problem-solving abilities.
• High attention to detail and accuracy in financial data.
• Ability to manage multiple deadlines and prioritize tasks effectively.
• Strong written and verbal communication skills.
• Team-oriented mindset with the ability to collaborate across departments.

Compensation and Benefits

• Competitive base salary.
• Health, dental, and vision insurance.
• 401(k) with company match.
• Paid time off.
• CPA support (study materials, exam reimbursement, etc.).