Tax Advisor (EA, CPA, CPA Candidate)

Job DescriptionJob DescriptionFast-paced financial advisory firm seeking a tax planning advisor. Primary duties include tax planning and the annual preparation of various federal, state, local, and foreign income tax returns and tax estimates for a variety of taxpayers.

Requirements

4+ years of tax preparation experiencePreference for someone with proven ability to perform tax return preparation using Intuit ProConnect or similar tax software Preference for someone with QuickBooks Online and Microsoft Office proficiency 

Duties and Responsibilities include:

Prepare Federal and State tax returns for individualsPrepare Federal and State tax returns for C Corp, S Corp, Partnerships and TrustsHelp advise high-net worth clients on a full spectrum of financial, tax and estate planning servicesPrepare tax projections, estimated payments and other necessary tax planning in conjunction with financial planning goalsGather information, research and respond to tax noticesBookkeeping, accounting and administrative responsibilities Review and analyze general ledgers and financial statementsWork closely with clients to deliver timely and accurate financial and tax dataPrepare and file various local compliance reporting as necessary

Desired Skills:

Ability to work independently and communicate with reviewer and clients efficiently and effectively regarding discrepancies and misinformation Excellent problem solving skills including ability to research, comprehend tax regulations and tax issues, and apply to client situationsProactively communicate with clients and staff to build trust and foster meaningful relationshipsCandidate must be a self-starter who is motivated, analytical, organized, team oriented, and able to handle multiple projects and deadlines in a fast-paced environmentTechnical knowledge and understanding of current tax laws