What are the responsibilities and job description for the Tax Associate position at Daley And Associates, LLC?
Are you just recovering from being overworked in your first or second busy season as a Tax Associate in a Public Accounting Firm? This job is for you!
Our client, a Prestigious Family Office located North of Boston, seeks a Tax Associate to join their team. If you fit the job requirements below and are looking to leave crazy busy season hours of Public Accounting behind, I urge you to submit your resume.
The tax department provides tax planning and return preparation for high-net-worth individuals, trusts, and partnerships. As part of this team, you will service our family office clients in multiple areas of their tax compliance:
Qualifications:
Education and Experience:
Skills:
Our client, a Prestigious Family Office located North of Boston, seeks a Tax Associate to join their team. If you fit the job requirements below and are looking to leave crazy busy season hours of Public Accounting behind, I urge you to submit your resume.
The tax department provides tax planning and return preparation for high-net-worth individuals, trusts, and partnerships. As part of this team, you will service our family office clients in multiple areas of their tax compliance:
- Prepare individual, trust, gift, and partnership tax returns
- Assist with tax planning for the preparation of quarterly estimated tax payments
- Assist with tax audits, notices, and tax research projects
- Take ownership of tasks and be able to work with others to prioritize work assignments
- Handle multiple engagements at one time and meet deadlines
- Produce deliverables that are clear, concise, thorough, and of professional quality
- Dedicated to meeting and exceeding the expectations and requirements of all clients
- Handle routine client tax questions, research tax issues, and work with clients to collect necessary information for tax return completion and compliance
- Stay current on new tax legislation
- Other tax duties and responsibilities as needed
Qualifications:
Education and Experience:
- Bachelor’s Degree in Accounting
- 1-2 years of experience with individual, trust and partnership income tax returns
- Experience with CCH Axcess or ProSystem Fx is preferred
- Financial Services or Family Office experience is a plus
- CPA and/or MS in Taxation is a plus
Skills:
- Candidates should be prepared to meet challenging client requirements and provide value-added services
- Possess strong communication (both oral and written), interpersonal, and analytical skills
- Strong technical skills in accounting, tax preparation and research experience a plus
- Ability to handle multiple tasks simultaneously while keeping clients and members of the team informed
- Must be comfortable working collaboratively in a small corporate office with strong organization skills and careful attention to detail
- Experienced with Microsoft Excel and Adobe
Salary : $75,000 - $100,000