Partner Tax Preparation Advisor Associate

About the Role

Support private tax work within the Tax Services practice, focusing on personalized tax planning and compliance for high-net-worth individuals and privately owned businesses. Bring curiosity, adaptability, and reliability to a fast-paced environment, learning from a variety of client situations and team needs while taking ownership of assigned work and contributing to quality outcomes. Gather and organize information from multiple sources, apply tax and accounting knowledge, and support the preparation of client deliverables with attention to detail and professional standards.

Key Responsibilities

• Preparing partnership tax returns and related supporting schedules for private clients and privately owned businesses
• Gathering, organizing, and validating tax data from client records, prior returns, and internal sources
• Drafting tax documents, calculations, and workpapers to support filing positions and compliance activities
• Reconciling account balances and reviewing financial information to identify discrepancies and follow-up items
• Researching tax rules, legislation updates, and filing requirements to support accurate preparation work
• Applying tax compliance and documentation standards across personal income tax, trust tax, and partnership tax matters
• Monitoring deadlines and status updates to support timely completion of recurring tax preparation tasks
• Communicating findings, questions, and needed information to team members and client contacts in a clear manner

Requirements & Tech Stack

• At least a Bachelor's degree in Accounting or Finance
• At least 1 year of experience

What Sets You Apart

• Applying partnership tax preparation knowledge for private clients
• Preparing tax documents, returns, and trust documents
• Gathering information from varied sources and identifying patterns
• Actively listening, asking questions, and clearly expressing ideas
• Learning professional tax standards and independence requirements
• Adapting to client needs in a fast-paced environment