Tax Preparer

About the role

The ideal candidate will support tax compliance and planning efforts for individual and business clients, serving as a liaison to the wealth management team. This is a hybrid role, contributing to clear decisions, simplifying complexity, and delivering a sophisticated yet accessible client experience.

Responsibilities

• Prepare and file individual and business tax returns, including Forms 1040, 1120, 1065, 990, and related schedules.
• Gather, review, and organize client financial information, including income statements, balance sheets, and supporting documentation.
• Research and interpret federal, state, and local tax laws and regulations.
• Identify, analyze, and resolve tax issues and discrepancies.
• Advise clients on tax planning strategies and opportunities for tax savings.
• Collaborate with wealth management and tax planning teams to support comprehensive client solutions.
• Develop and manage key client relationships, acting as a trusted point of contact for tax-related matters.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field preferred.
• Enrolled Agent (EA), Certified Public Accountant (CPA), or other relevant professional certification preferred.
• 2-8 years of experience in tax preparation.
• Strong knowledge of federal, state, and local tax laws and regulations.
• Proficiency in tax software (Tax Caddy, Onvio, Ultratax) and Salesforce is a plus.