We are seeking a motivated and detail-oriented Tax Associate to join our growing tax practice. This is an excellent opportunity for a tax professional who wants broad exposure to a diverse client base, ranging from individual taxpayers and small businesses to corporations, partnerships, trusts, estates, and high-net-worth individuals and families. The Tax Associate will be involved in the preparation and review of a wide variety of federal, state, and local tax returns while working closely with experienced tax professionals and directly supporting clients. The ideal candidate will have strong technical skills, excellent attention to detail, and an interest in developing a well-rounded career in public accounting and tax advisory.
Key Responsibilities
Tax Preparation & Compliance
- Prepare federal, state, and local income tax returns for a diverse portfolio of clients.
- Prepare individual tax returns, including complex returns for high-net-worth individuals and families.
- Prepare business tax returns for S corporations, C corporations, partnerships, and LLCs.
- Assist with trust, estate, and fiduciary tax returns.
- Prepare supporting schedules, workpapers, and tax calculations.
- Research tax issues and assist with the preparation of tax memos and client correspondence.
- Review tax returns and supporting documentation for completeness and accuracy.
- Identify potential tax issues, deductions, credits, and planning opportunities.
- Assist with estimated tax calculations and quarterly tax payments.
- Respond to federal, state, and local tax notices and assist with tax authority inquiries.
- Assist with extensions, tax organizers, and other compliance-related projects.
High-Net-Worth & Family Tax Services
- Work with high-net-worth individuals, families, and closely held businesses.
- Assist with complex individual tax returns involving multiple entities, investments, real estate, trusts, partnerships, and other sources of income.
- Support tax planning and compliance related to investment income, capital gains, passive activities, and real estate holdings.
- Assist with gift, estate, and trust tax matters as needed.
- Maintain a high level of confidentiality when handling sensitive financial and personal information.
Client Service & Advisory
- Communicate with clients to obtain tax documents and clarify financial information.
- Develop strong working relationships with clients and respond to questions in a timely and professional manner.
- Work collaboratively with Tax Managers, Partners, and other members of the accounting team.
- Assist with tax planning and advisory projects throughout the year.
- Identify opportunities to provide additional value and tax-saving strategies to clients.
- Participate in client meetings and presentations as experience develops.
Research & Special Projects
- Research federal and state tax laws, regulations, rulings, and other guidance.
- Stay current on changes to tax legislation and regulatory requirements.
- Assist with tax projections, planning models, and other analytical projects.
- Support M&A, business restructuring, estate planning, and other special tax projects as needed.
- Assist with process improvements and technology initiatives within the tax practice.
Client Base
The successful candidate will gain exposure to a broad and sophisticated client base, including:
- High-net-worth individuals and families
- Closely held businesses
- Entrepreneurs and business owners
- Partnerships and LLCs
- S corporations
- C corporations
- Real estate investors and developers
- Investment partnerships and private investment entities
- Trusts and estates
- Professional service firms
- Small and middle-market businesses
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field.
- 1–4 years of tax preparation experience in public accounting or a similar professional services environment.
- Experience preparing individual and business tax returns.
- Strong understanding of federal and state income tax concepts.
- Experience with tax preparation software such as CCH Axcess, ProSystem fx, UltraTax, Lacerte, or similar platforms preferred.
- Strong Excel and Microsoft Office skills.
- Excellent analytical, organizational, and problem-solving abilities.
- Strong written and verbal communication skills.
- Ability to manage multiple client engagements and competing deadlines.
- Strong attention to detail and commitment to producing high-quality work.
Preferred Qualifications
- CPA or progress toward CPA certification.
- Master’s degree in Taxation or Accounting.
- Experience with high-net-worth individual taxation.
- Experience with partnerships, S corporations, C corporations, trusts, and estates.
- Experience with real estate, investment, or privately held business clients.
- Previous Big 4 or regional public accounting experience.
Ideal Candidate
The ideal candidate is someone who enjoys variety and client interaction and wants exposure to the full spectrum of tax work rather than focusing on a single type of return. This person should be comfortable working with both straightforward individual returns and increasingly complex tax engagements involving business owners, corporations, partnerships, investments, trusts, estates, and high-net-worth families. We are looking for someone who is curious, analytical, detail-oriented, and eager to grow. The opportunity provides significant exposure to experienced tax professionals and the ability to develop into a well-rounded tax advisor.
What We Offer
- Competitive salary and benefits package
- Bonus opportunity
- Medical, dental, and vision insurance
- 401(k) / retirement plan
- Paid time off and holidays
- CPA exam support and professional development
- Ongoing training and mentorship
- Exposure to a diverse and sophisticated client base
- Opportunity for career advancement
- Collaborative and entrepreneurial work environment