Job Summary
A company is looking for a Senior Tax Associate specializing in Individual Tax Services.
Key Responsibilities
- Provide compliance and consulting services to partners
- Perform technical reviews of complex individual tax returns and supporting documents
- Manage the client experience as the primary point of contact for approximately 75 clients
Required Qualifications
- Bachelor's degree in accounting, law, or a related business field; advanced degree preferred
- CPA or EA certification strongly preferred; eligibility for CPA required
- Four or more years of experience in tax return review and planning for high net worth individuals
- Multi-state tax compliance experience, including knowledge of composite, withholding, and pass-through entity tax
- Two or more years of supervisory experience, mentoring, and counseling associates preferred
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