My client, a growing wealth management firm is seeking an Experienced Tax Associate for their Delaware office, located 35-40 miles south of Dover.
You will be responsible for the following duties :
- Front-line preparation of tax returns (federal and state for individual, corporation, partnership, fiduciary)
- Clear and timely communication with clients, advisors and senior level management
- Develop and maintain client relationships by providing exemplary client services
- Assist in the scaling of the tax team by taking on increasing responsibility and numbers of clients
- Develop a command of various software used for tax, paperless documents storage and workflow
- Manage client needs and requests; attend client meetings, as needed
- Research complex tax issues
Business Services (Consulting)
- Assist with the preparation of monthly financial statements, including bank reconciliations, payroll processing, journal entries, etc.
- Assist with the preparation of various quarterly and annual compliance reports.
- Support senior level managers and attend client meetings, as needed.
Financial Planning
- Gather, organize, and synthesize client data and review client financial statements, tax returns, estate planning documents and all other information necessary to develop a financial plan or other various analyses
- Prepare and deliver various financial planning analyses (i.e., tax, social security, insurance, stock option, Roth conversion, and pension analyses)
A couple things to note about our Tax Associate II :
- This position is a fully in-person position, working Monday - Friday, 8 : 00AM - 5 : 00PM. Because of this, you must have reliable transportation and live within 50 minutes of our office.
- This is a full-time position, with a minimum expected hour amount of 40 hours per week. During tax season, you can expect to work up to 65 hours, weekly.
The Tax Associate position typically requires the following qualifications :
- Bachelor’s Degree in Accounting or related field from an accredited college or university, with CPA or pursuing CPA.
- 3+ years’ experience in tax preparation
- Pursuing or active CPA license
- CERTIFIED FINANCIAL PLANNER™ certification a plus (or interest in obtaining)
- Proficiency with Word, Excel, and Outlook, as well as financial planning and / or tax software
- Familiarity with online and print tax research resources a plus
- Strong analytical and organizational capabilities
- Detail-oriented with a high degree of accuracy
- Excellent communication and listening skills
- Client first attitude
- A team player, collaborative, able to work with and through others
2+ Years
Experienced Tax Associate
My client, a growing wealth management firm is seeking an Experienced Tax Associate for their Delaware office, located 35-40 miles south of Dover. A couple things to note about our Tax Associate II:. The Tax Associate position typically requires the following qualifications:. Front-line preparation ...
Experienced Tax Associate
My client, a growing wealth management firm is seeking an Experienced Tax Associate for their Delaware office, located 35-40 miles south of Dover. A couple things to note about our Tax Associate II:. The Tax Associate position typically requires the following qualifications:. Front-line preparation ...
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