Tax Senior Associate - Gift Trust and Estate

About the role

Responsible for providing strategic financial advice and ensuring compliance with tax laws and regulations.

Responsibilities

• Assist in the preparation and review of tax returns for clients.
• Provide guidance on tax planning and optimization strategies.
• Monitor and advise on changes in tax laws and regulations affecting clients.
• Prepare and present tax-related presentations to clients and colleagues.

Requirements

• Bachelor's degree in Accounting, Finance, or related field.
• CPA certification preferred.
• 2+ years of experience in tax advisory services.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.

Qualifications

• Proficiency in tax software and accounting systems.
• Ability to manage multiple projects simultaneously.
• Knowledge of federal and state tax laws and regulations.

Skills

• Tax law and regulations.
• Financial analysis and reporting.
• Client relationship management.
• Project management.

Benefits

• Competitive compensation package.
• Inclusive and supportive work environment.
• Vacation and holiday pay.
• Paid time off for personal and family needs.
• Professional development opportunities.

Pay

Salary range: $70,000 - $100,000 annually.

Schedule

Full-time position with flexible working hours.