MD
High-Net-Worth Tax Associate (Trusts & Estates)
Macpower Digital Assets Edge Private Limited
πΊπΈ United States
On-site
Senior
5 days ago
$75,000 β $90,000 / year
- Excel
- Outlook
5 days ago
Not enough detail in this posting to match
Key Responsibilities:
- Prepare and review federal and state tax returns for individuals, businesses, and other entities.
- Conduct tax research and stay updated on changes in tax laws and regulations.
- Assist in tax planning and strategy development to help clients minimize tax liabilities.
- Analyze financial data and ensure accuracy in tax reporting.
- Communicate effectively with clients and team members regarding tax-related matters.
- Assist in responding to IRS and state tax notices, audits, and inquiries.
- Collaborate with senior accountants and managers to support client engagements.
- Maintain organized and up-to-date tax records and documentation.
- Identify opportunities for process improvements and efficiency in tax preparation.
- Bachelor's degree in Accounting, Finance, or a related field.
- CPA license or progress toward certification is preferred.
- 1β3 years of tax experience in public accounting.
- Strong understanding of federal and state tax laws.
- Proficiency in tax software (e.g., ProSystem fx, Lacerte, UltraTax) and Microsoft Office Suite (Excel, Word, Outlook).
- Excellent analytical, organizational, and problem-solving skills.
- Strong communication and interpersonal skills.
- Ability to manage multiple deadlines in a fast-paced environment.
- High level of attention to detail and accuracy.
High-Net-Worth Tax Associate (Trusts & Estates) Β· Macpower Digital Assets Edge Private Limited