Federal Tax Associate (Fall 2027)

Key Responsibilities

• Work with high-net-worth families, closely held businesses, estates, trusts, and private foundations.
• Develop strong working relationships with clients by understanding their needs and challenges.
• Complete tax planning and research.
• Prepare federal and state & local tax returns.
• Develop an understanding of reporting requirements for different entity structures and the compliance process.
• Increase involvement in developing tax ideas to lessen clients' overall effective tax rates.
• Leverage tax knowledge and understanding of the tax preparation process to complete work for review.
• Demonstrate awareness of differing levels of assurance for tax positions by writing memoranda and other documentation on complex tax issues for business and private tax clients.
• Stay current on tax legislation relevant to Private Client Service clients.

Requirements & Tech Stack

• Accounting major.
• Travel to assigned client locations may be required. Must have access to and ability to arrange for use of reliable modes of transportation.
• Strong computer skills, including proficiency in Microsoft Excel.

Qualifications

• Minimum B.A. or B.S. degree or equivalent from an accredited university.
• Minimum 3.0 GPA preferred.
• Working toward the successful completion of the CPA exam.
• Excellent written and verbal communication skills.
• Ability to work effectively on a team.
• Ability to work and multitask in a fast-paced environment.