Job Description
Description
We are seeking a detail-oriented and client-focused Tax Associate to join our clients growing tax practice specializing in high net worth individuals, families, trusts, and closely held entities. This is a fully remote position offering the opportunity to work with sophisticated tax matters in a collaborative and flexible environment.
The ideal candidate has strong technical tax knowledge, excellent organizational skills, and a proactive approach to client service. You will work closely with managers and partners on tax compliance, tax planning, and advisory projects for high-income and ultra-high-net-worth clients.
Key Responsibilities
+ Prepare and review federal and state individual income tax returns (Forms 1040)
+ Assist with preparation of trust, gift, partnership, and S corporation returns
+ Analyze client financial information, including brokerage statements, K-1s, and investment activity
+ Suppor...
We are seeking a detail-oriented and client-focused Tax Associate to join our clients growing tax practice specializing in high net worth individuals, families, trusts, and closely held entities. This is a fully remote position offering the opportunity to work with sophisticated tax matters in a collaborative and flexible environment.
The ideal candidate has strong technical tax knowledge, excellent organizational skills, and a proactive approach to client service. You will work closely with managers and partners on tax compliance, tax planning, and advisory projects for high-income and ultra-high-net-worth clients.
Key Responsibilities
+ Prepare and review federal and state individual income tax returns (Forms 1040)
+ Assist with preparation of trust, gift, partnership, and S corporation returns
+ Analyze client financial information, including brokerage statements, K-1s, and investment activity
+ Suppor...