Federal Tax Associate (Fall 2027/Winter 2028)

About the Role

This role is for a Federal Tax Associate with anticipated start dates in Fall 2027/Winter 2028.

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 a general understanding of reporting requirements for different entity structures and the compliance process.
• Increase involvement in developing cutting-edge tax ideas to potentially 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 taken by writing memoranda and other written 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

• Bachelor's degree in accounting or business-related field.
• Required coursework to sit for CPA exam, licensed JD, or enrolled agent.
• Strong communication skills (written and verbal) with the ability to work as part of a collaborative team.
• Excellent client relation and interpersonal skills with the ability to work closely with clients to answer questions or collect necessary information.
• Outstanding organizational skills with the ability to handle multiple priorities and take ownership of assigned tasks.

Qualifications

• CPA, JD, or Enrolled Agent designation.
• LL.M. in Taxation and/or Master’s in Taxation.