Associate, Partner Returns, US Tax

About the Role

Associates work with large and small companies in various industries. They develop strong working relationships with clients built on understanding their businesses and challenges. Associates work on multiple team engagements each year, including several pieces of any particular assignment – not just one part.

Key Responsibilities

• Working with high-net-worth firm’s domestic partners.
• Basic return preparation of Form 1040 and Multi-State Returns.
• Working on returns with multiple state filings, with knowledge on state pass through entity tax credits, state tax credits, reverse tax credit and any state specific additional credits and deductions.
• Reconciling amounts in documentation provided by clients and identifying inconsistencies.
• Developing a general understanding of reporting requirements of different entity structures and the compliance process.
• Increasing involvement in developing cutting-edge tax ideas that could significantly lessen clients' overall effective tax rates.
• Leveraging tax knowledge and understanding of the tax preparation process to bring work to completion for review.
• Staying current on tax legislation relevant to Private Client Service clients.
• Demonstrating awareness of differing levels of assurance as it relates to tax positions taken through writing memoranda and other written documentation on complex tax issues for business and private tax clients.

Qualifications & Experience

• 0-2 years’ experience in public accounting with an emphasis in High Net-Worth Taxation.
• Degree in Accounting or related field (Master’s degree a plus).
• Ability to deal with highly confidential information.
• Ability to prioritize tasks based on comparative importance and urgency.
• Excellent written and verbal communication skills.