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Key Job Duties:
- Prepare and input complex income tax returns for high-net-worth individuals, partnerships, and corporations.
- Communicate directly with clients, providing tax guidance and managing relationships.
- Conduct detailed federal and state tax research and analysis for various tax scenarios.
- Reconcile bookkeeping records to ensure accurate preparation of client tax returns.
- Collaborate directly with firm partners and directors on client engagements and projects.
- Participate in ongoing professional development through in-office training and CPE programs.
Key Qualifications:
- Minimum of 5 years of income tax preparation experience in a CPA firm environment.
- Bachelor’s or Master’s degree in Accounting.
- CPA license or significant progress toward CPA certification.
- Proficiency in handling HNW individual and business entity tax filings.
- Strong interpersonal and client communication skills.
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