Experienced Tax Associate

My client, a growing wealth management firm is seeking an Experienced Tax Associate for their Delaware office, located 35-40 miles south of Dover. You will be responsible for the following duties: Tax Front-line preparation of tax returns (federal and state for individual, corporation, partnership, fiduciary) Clear and timely communication with clients, advisors and senior level management Develop and maintain client relationships by providing exemplary client services Assist in the scaling of the tax team by taking on increasing responsibility and numbers of clients Develop a command of various software used for tax, paperless documents storage and workflow Manage client needs and requests; attend client meetings, as needed Research complex tax issues Business Services (Consulting) Assist with the preparation of monthly financial statements, including bank reconciliations, payroll processing, journal entries, etc. Assist with the preparation of various quarterly and annual compliance reports. Support senior level managers and attend client meetings, as needed. Financial Planning Gather, organize, and synthesize client data and review client financial statements, tax returns, estate planning documents and all other information necessary to develop a financial plan or other various analyses Prepare and deliver various financial planning analyses (i.e., tax, social security, insurance, stock option, Roth conversion, and pension analyses) A couple things to note about our Tax Associate II: This position is a fully in-person position, working Monday - Friday, 8:00AM - 5:00PM. Because of this, you must have reliable transportation and live within 50 minutes of our office. This is a full-time position, with a minimum expected hour amount of 40 hours per week. During tax season, you can expect to work up to 65 hours, weekly. #LI-JH1

Created: 2024-11-02