Tax Associate

Landing Point; City of Rochester (NY); On-site; USD 79,000 - 115,000; Full time

Job summary

Landing Point, a leading fee-only RIA, seeks a dedicated Tax Associate to join its Tax Practice. You will provide planning and compliance services to high-net-worth individuals and families, preparing a range of tax returns and supporting planning efforts.

Ideal candidates have a BA/BS in Accounting, CPA license (or pursuing), 1–3 years of tax experience (Big 4 preferred), and proficiency with tax software such as CCH Axcess. This role offers opportunity to contribute to high‑impact client work.

Qualifications

• BA/BS degree in Accounting required; Master’s in Taxation or Accountancy preferred.
• Active CPA license or seeking CPA license preferred.
• 1 to 3 years of prior work experience as a tax preparer preferred; Big 4 experience preferred.
• Solid accounting knowledge and knowledge of tax laws and regulations.

Responsibilities

• Prepare individual, trust, estate, gift, foundation, and business tax returns on a timely basis.
• Review tax source documents and data pushed through OCR for accuracy.
• Conduct tax research to support tax planning and compliance efforts.
• Stay current on new tax legislation and tax reform.
• Assist with handling Federal and State Tax notices.
• Maintain detailed and organized tax files, including documenting all relevant information and supporting documents for tax returns.
• Collect and input relevant financial records into tax return software or databases.
• Analyze tax data submitted by clients to maximize the outcome for the client.
• Support the tax planning process for clients and members of the Tax team.

Skills

Tax preparation

Tax research

CCH Axcess

MS Word

MS Excel

Outlook

Education

BA/BS in Accounting

Master's in Taxation or Accountancy

CPA license

Tools

CCH Axcess

Job description

Company Overview:

A leading integrated, fee-only RIA in the United States, it delivers a differentiated wealth management experience through a unique partnership model. They are seeking a dedicated Tax Associate to join their Tax Practice, providing planning and compliance services to high-net-worth individuals and families.

Job Responsibilities:

• Prepare individual, trust, estate, gift, foundation, and business tax returns on a timely basis
• Review tax source documents and data pushed through OCR for accuracy
• Conduct tax research to support tax planning and compliance efforts
• Stay current on new tax legislation and tax reform
• Assist with handling Federal and State Tax notices
• Maintain detailed and organized tax files, including documenting all relevant information and supporting documents for tax returns
• Collect and input relevant financial records into tax return software or databases
• Analyze tax data submitted by clients to maximize the outcome for the client
• Support the tax planning process for clients and members of the Tax team

Qualifications:

• BA/BS degree in Accounting from an accredited college/university required; Master’s in Taxation or Accountancy preferred
• Active CPA license or seeking CPA license preferred
• 1 to 3 years of prior work experience as a tax preparer preferred; Big 4 experience preferred
• Solid accounting knowledge and knowledge of tax laws and regulations
• Experience in preparing individual, trust, and business tax returns
• Proficient in MS Word, Excel, Outlook, and tax applications (e.g., CCH Axcess)

Compensation:

Salary: $79,000 - $115,000, Plus Bonus